Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Quad-Cities Investment Group, LLC | $866.4K |
| 2 | Avidian Wealth Enterprises, LLC | $742.5K |
| 3 | Capital Investment Advisory Services, LLC | $641.1K |
| 4 | D.A. DAVIDSON & CO. | $588.2K |
| 5 | COTTONWOOD CAPITAL ADVISORS, LLC | $492.5K |
| 6 | PFG Investments, LLC | $443.2K |
| 7 | TCFG Investment Advisors, LLC | $365.6K |
| 8 | Apeiron RIA LLC | $328.2K |
| 9 | Golden State Wealth Management, LLC | $100.0K |
| 10 | IFP Advisors, Inc | $70.7K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $28.5K |
| 12 | TRUST CO OF TOLEDO NA /OH/ | $20.3K |
| 13 | LANARK FINANCIAL, INC. | $9.1K |
| 14 | AdvisorNet Financial, Inc | $3.7K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$52.6K | |
| 2 | +$40.3K | |
| 3 | +$33.6K | |
| 4 | +$31.7K | |
| 5 | +$31.1K | |
| 6 | +$25.0K | |
| 7 | +$23.1K | |
| 8 | +$19.8K | |
| 9 | +$6.8K | |
| 10 | +$4.8K | |
| 11 | +$2.1K | |
| 12 | +$118 | |
| 13 | -$12.6K | |
| 14 | -$21.0K | |
| 15 | -$76.6K | |
| 16 | -$1.3M |