Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Mesirow Financial Investment Management, Inc. | $25.9M |
| 2 | Taylor Financial Group, Inc. | $4.3M |
| 3 | Robinswood Financial LLC | $2.4M |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $1.1M |
| 5 | Golden State Wealth Management, LLC | $754.2K |
| 6 | Johnson & White Wealth Management, LLC | $640.9K |
| 7 | LANARK FINANCIAL, INC. | $404.4K |
| 8 | Farther Finance Advisors, LLC | $309.6K |
| 9 | GGM Financial LLC | $152.2K |
| 10 | Key FInancial Inc | $130.6K |
| 11 | SBI Securities Co., Ltd. | $107.5K |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $12.3K |
| 13 | Kings Path Partners LLC | $5.3K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$1.1M | |
| 3 | +$428.4K | |
| 4 | +$213.8K | |
| 5 | +$84.1K | |
| 6 | +$48.5K | |
| 7 | +$45.7K | |
| 8 | +$36.7K | |
| 9 | +$34.0K | |
| 10 | +$27.0K | |
| 11 | +$6.9K | |
| 12 | +$671 | |
| 13 | +$339 | |
| 14 | -$353.2K | |
| 15 | -$686.0K |