Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | $36.3M |
| 2 | Royal Fund Management, LLC | $8.0M |
| 3 | Accel Wealth Management | $4.1M |
| 4 | WESPAC Advisors SoCal, LLC | $1.9M |
| 5 | Merit Financial Group, LLC | $1.7M |
| 6 | Farther Finance Advisors, LLC | $1.6M |
| 7 | GRIMES & Co WEALTH MANAGEMENT, LLC | $1.4M |
| 8 | Global Financial Private Client, LLC | $1.1M |
| 9 | Worthington Financial Partners, LLC | $575.7K |
| 10 | HF Advisory Group, LLC | $400.6K |
| 11 | Provenance Wealth Advisors, LLC | $33.1K |
| 12 | Main Street Group, LTD | $21.3K |
| 13 | Nova Wealth Management, Inc. | $16.2K |
| 14 | LANARK FINANCIAL, INC. | $10.3K |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $8.7K |
| 16 | CITY HOLDING CO | $6.6K |
| 17 | Independence Bank of Kentucky | $3.7K |
| 18 | Central Pacific Bank - Trust Division | $2.6K |
| 19 | IFP Advisors, Inc | $2.5K |
| 20 | CoreCap Advisors, LLC | $1.9K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$776.5K | |
| 2 | +$547.9K | |
| 3 | +$135.2K | |
| 4 | +$61.5K | |
| 5 | +$55.4K | |
| 6 | +$25.7K | |
| 7 | +$13.4K | |
| 8 | +$2.5K | |
| 9 | +$2.2K | |
| 10 | +$1.4K | |
| 11 | +$782 | |
| 12 | +$674 | |
| 13 | +$432 | |
| 14 | +$241 | |
| 15 | +$173 | |
| 16 | +$125 | |
| 17 | -$2.3K | |
| 18 | -$7.9K | |
| 19 | -$181.3K | |
| 20 | -$426.3K | |
| 21 | -$690.9K | |
| 22 | -$1.3M |