Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | PFG Advisors | $710.8K |
| 2 | Shaker Financial Services, LLC | $566.0K |
| 3 | Mallini Complete Financial Planning LLC | $279.3K |
| 4 | Sage Capital Management, LLC | $266.8K |
| 5 | BENJAMIN EDWARDS INC | $173.3K |
| 6 | MBL Wealth, LLC | $108.5K |
| 7 | Carnegie Lake Advisors LLC | $88.9K |
| 8 | Tactive Advisors, LLC | $68.5K |
| 9 | PMG Family Office LLC | $67.5K |
| 10 | Herold Advisors, Inc. | $50.0K |
| 11 | CoreCap Advisors, LLC | $22.5K |
| 12 | Newton One Investments LLC | $5.8K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$566.0K | |
| 2 | +$168.3K | |
| 3 | +$73.4K | |
| 4 | +$67.5K | |
| 5 | +$41.0K | |
| 6 | +$27.3K | |
| 7 | +$9.3K | |
| 8 | +$7.6K | |
| 9 | +$5.8K | |
| 10 | +$5.5K | |
| 11 | +$4.6K | |
| 12 | +$1.9K | |
| 13 | -$3.0K | |
| 14 | -$54.3K |