Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | A&I FINANCIAL SERVICES, LLC | $17.5M |
| 2 | Nautilus Advisors LLC | $1.3M |
| 3 | Live Oak Private Wealth LLC | $1.2M |
| 4 | B. Riley Wealth Advisors, Inc. | $262.5K |
| 5 | HARBOR INVESTMENT ADVISORY, LLC | $27.4K |
| 6 | SIGNATUREFD, LLC | $20.8K |
| 7 | Blue Trust, Inc. | $4.3K |
| 8 | LANARK FINANCIAL, INC. | $2.4K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$1.0M | |
| 3 | +$135.1K | |
| 4 | +$22.0K | |
| 5 | +$4.3K | |
| 6 | +$1.4K | |
| 7 | +$150 | |
| 8 | -$1.2M |