Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $5.5M |
| 2 | Beirne Wealth Consulting Services, LLC | $1.8M |
| 3 | DAVENPORT & Co LLC | $625.8K |
| 4 | Prospera Financial Services Inc | $556.0K |
| 5 | FIFTH THIRD SECURITIES, INC. | $470.1K |
| 6 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $408.8K |
| 7 | Guardian Asset Advisors, LLC | $295.4K |
| 8 | Sowell Financial Services LLC | $291.6K |
| 9 | CoreCap Advisors, LLC | $63.9K |
| 10 | Aventura Private Wealth, LLC | $43.7K |
| 11 | IFP Advisors, Inc | $33.5K |
| 12 | Triumph Capital Management | $23.1K |
| 13 | Key FInancial Inc | $6.9K |
| 14 | VISION FINANCIAL MARKETS LLC | $5.2K |
| 15 | Aspect Partners, LLC | $4.6K |
| 16 | SIGNATUREFD, LLC | $2.7K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$172.7K | |
| 2 | +$19.6K | |
| 3 | +$7.6K | |
| 4 | +$6.9K | |
| 5 | +$748 | |
| 6 | +$125 | |
| 7 | +$95 | |
| 8 | +$73 | |
| 9 | +$64 | |
| 10 | +$50 | |
| 11 | +$10 | |
| 12 | -$2.0K | |
| 13 | -$6.4K | |
| 14 | -$7.1K | |
| 15 | -$9.5K | |
| 16 | -$22.9K | |
| 17 | -$56.4K |