Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Uncommon Cents Investing LLC | $3.1M |
| 2 | Shaker Financial Services, LLC | $1.6M |
| 3 | Vanguard Capital Wealth Advisors | $1.2M |
| 4 | UHLMANN PRICE SECURITIES, LLC | $294.6K |
| 5 | DECISION INVESTMENTS, INC | $207.3K |
| 6 | Abel Hall, LLC | $192.0K |
| 7 | VISTA INVESTMENT PARTNERS II, LLC | $162.5K |
| 8 | Noble Wealth Management PBC | $34.3K |
| 9 | HIGHLINE WEALTH PARTNERS LLC | $2.9K |
| 10 | SIGNATUREFD, LLC | $2.9K |
| 11 | Creative Capital Management Investments LLC | $2.0K |
| 12 | IFP Advisors, Inc | $1.7K |
| 13 | Farther Finance Advisors, LLC | $10 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$741.9K | |
| 2 | +$421.3K | |
| 3 | +$192.0K | |
| 4 | +$162.5K | |
| 5 | +$55.9K | |
| 6 | +$34.3K | |
| 7 | +$2.9K | |
| 8 | +$689 | |
| 9 | +$492 | |
| 10 | +$420 | |
| 11 | +$10 | |
| 12 | -$3.3K | |
| 13 | -$204.5K | |
| 14 | -$494.0K | |
| 15 | -$605.0K |