Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Farther Finance Advisors, LLC | $4.2M |
| 2 | MADDEN SECURITIES Corp | $2.3M |
| 3 | BCS Wealth Management | $1.4M |
| 4 | PFG Advisors | $283.1K |
| 5 | IFP Advisors, Inc | $57.8K |
| 6 | SALEM INVESTMENT COUNSELORS INC | $20.6K |
| 7 | Roble, Belko & Company, Inc | $5 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$506.2K | |
| 3 | +$195.4K | |
| 4 | +$10.9K | |
| 5 | +$4.3K | |
| 6 | +$5 | |
| 7 | -$1.2M |