Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Breakwater Capital Group | $1.2M |
| 2 | Merit Financial Group, LLC | $982.2K |
| 3 | IFP Advisors, Inc | $719.3K |
| 4 | FIFTH THIRD SECURITIES, INC. | $660.4K |
| 5 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $476.2K |
| 6 | Lewis Asset Management, LLC | $304.3K |
| 7 | Worth Asset Management, LLC | $227.1K |
| 8 | TCFG Investment Advisors, LLC | $114.6K |
| 9 | Davis Capital Management | $11.9K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$476.2K | |
| 3 | +$227.1K | |
| 4 | +$130.6K | |
| 5 | +$18.6K | |
| 6 | +$8.4K | |
| 7 | +$963 | |
| 8 | +$82 | |
| 9 | -$103.1K | |
| 10 | -$436.5K |