Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Berkeley, Inc | $13.1M |
| 2 | D.A. DAVIDSON & CO. | $3.0M |
| 3 | Security National Bank | $2.1M |
| 4 | E&G Advisors, LLC | $1.3M |
| 5 | Prospera Financial Services Inc | $1.1M |
| 6 | KPP Advisory Services LLC | $1.1M |
| 7 | Spire Wealth Management | $777.1K |
| 8 | Spinnaker Investment Group, LLC | $748.7K |
| 9 | SFG Wealth Management, LLC. | $427.1K |
| 10 | PFG Investments, LLC | $267.0K |
| 11 | Farther Finance Advisors, LLC | $103.3K |
| 12 | AdvisorNet Financial, Inc | $103.0K |
| 13 | Main Street Group, LTD | $30.7K |
| 14 | SBI Securities Co., Ltd. | $20.0K |
| 15 | Grove Bank & Trust | $11.5K |
| 16 | Investment Research & Advisory Group, Inc. | $7.3K |
| 17 | FARMERS & MERCHANTS INVESTMENTS INC | $577 |
| 18 | Farmers & Merchants Trust Co of Chambersburg PA | $6 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$1.1M | |
| 3 | +$1.1M | |
| 4 | +$1.0M | |
| 5 | +$748.7K | |
| 6 | +$427.1K | |
| 7 | +$386.0K | |
| 8 | +$231.7K | |
| 9 | +$81.3K | |
| 10 | +$11.8K | |
| 11 | +$7.3K | |
| 12 | +$5.9K | |
| 13 | +$1.8K | |
| 14 | +$661 | |
| 15 | +$33 | |
| 16 | +$6 | |
| 17 | -$54 | |
| 18 | -$9.2K | |
| 19 | -$542.3K |