Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $66.1M |
| 2 | Whitener Capital Management, Inc. | $2.2M |
| 3 | D.A. DAVIDSON & CO. | $1.9M |
| 4 | UHLMANN PRICE SECURITIES, LLC | $1.7M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M |
| 6 | Uncommon Cents Investing LLC | $1.5M |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.2M |
| 8 | BURNEY CO/ | $1.2M |
| 9 | Wealthcare Advisory Partners LLC | $1.0M |
| 10 | Walsh & Associates, LLC | $778.0K |
| 11 | CULLEN INVESTMENT GROUP, LTD. | $610.5K |
| 12 | SeaCrest Wealth Management, LLC | $311.5K |
| 13 | JFS WEALTH ADVISORS, LLC | $231.6K |
| 14 | Farther Finance Advisors, LLC | $133.1K |
| 15 | EverSource Wealth Advisors, LLC | $46.3K |
| 16 | Hilltop National Bank | $41.9K |
| 17 | LANARK FINANCIAL, INC. | $31.5K |
| 18 | ZAZOVE ASSOCIATES LLC | $24.4K |
| 19 | BARRETT & COMPANY, INC. | $19.8K |
| 20 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $14.4K |
| 21 | Cape Investment Advisory, Inc. | $12.2K |
| 22 | Community Financial Services Group, LLC | $9.8K |
| 23 | AdvisorNet Financial, Inc | $3.8K |
| 24 | Mosley Wealth Management | $2.2K |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$14.4K | |
| 2 | +$12.2K | |
| 3 | +$9.8K | |
| 4 | +$3.8K | |
| 5 | +$199 | |
| 6 | -$8 | |
| 7 | -$2.5K | |
| 8 | -$3.2K | |
| 9 | -$5.2K | |
| 10 | -$5.8K | |
| 11 | -$23.2K | |
| 12 | -$25.7K | |
| 13 | -$28.9K | |
| 14 | -$38.8K | |
| 15 | -$59.5K | |
| 16 | -$66.4K | |
| 17 | -$104.8K | |
| 18 | -$139.1K | |
| 19 | -$175.7K | |
| 20 | -$178.8K | |
| 21 | -$190.7K | |
| 22 | -$208.1K | |
| 23 | -$211.8K | |
| 24 | -$216.3K | |
| 25 | -$225.8K | |
| 26 | -$248.2K | |
| 27 | -$256.0K | |
| 28 | -$6.8M |