Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $3.5M |
| 2 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.1M |
| 3 | Realta Investment Advisors | $618.4K |
| 4 | ADAMSBROWN WEALTH CONSULTANTS LLC | $552.4K |
| 5 | DAVENPORT & Co LLC | $285.4K |
| 6 | Activest Wealth Management | $184.7K |
| 7 | LANARK FINANCIAL, INC. | $35.4K |
| 8 | HHM Wealth Advisors, LLC | $22.3K |
| 9 | Golden State Wealth Management, LLC | $16.8K |
| 10 | Insight Inv LLC | $6.7K |
| 11 | IFP Advisors, Inc | $5.3K |
| 12 | Blue Trust, Inc. | $1.6K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$618.4K | |
| 3 | -$248 | |
| 4 | -$827 | |
| 5 | -$1.0K | |
| 6 | -$2.5K | |
| 7 | -$3.4K | |
| 8 | -$28.6K | |
| 9 | -$44.1K | |
| 10 | -$48.8K | |
| 11 | -$72.1K | |
| 12 | -$78.2K | |
| 13 | -$187.8K | |
| 14 | -$1.2M |