Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $1.6M |
| 2 | Byrne Asset Management LLC | $1.4M |
| 3 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.0M |
| 4 | Encompass More Asset Management | $455.0K |
| 5 | Apollon Wealth Management, LLC | $301.9K |
| 6 | SeaCrest Wealth Management, LLC | $186.2K |
| 7 | Sowell Financial Services LLC | $133.3K |
| 8 | Procyon Advisors, LLC | $114.8K |
| 9 | Merit Financial Group, LLC | $93.5K |
| 10 | CoreCap Advisors, LLC | $87.6K |
| 11 | BARRETT & COMPANY, INC. | $81.1K |
| 12 | D.A. DAVIDSON & CO. | $65.3K |
| 13 | Live Oak Private Wealth LLC | $57.9K |
| 14 | Farther Finance Advisors, LLC | $36.4K |
| 15 | AdvisorNet Financial, Inc | $7.9K |
| 16 | Hilltop National Bank | $7.7K |
| 17 | HIGHLINE WEALTH PARTNERS LLC | $2.8K |
| 18 | PARK AVENUE SECURITIES LLC | $67 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$267.2K | |
| 2 | +$1.2K | |
| 3 | +$424 | |
| 4 | -$1 | |
| 5 | -$19 | |
| 6 | -$53 | |
| 7 | -$55 | |
| 8 | -$400 | |
| 9 | -$451 | |
| 10 | -$605 | |
| 11 | -$611 | |
| 12 | -$793 | |
| 13 | -$921 | |
| 14 | -$2.7K | |
| 15 | -$30.5K | |
| 16 | -$42.7K | |
| 17 | -$62.9K | |
| 18 | -$237.0K | |
| 19 | -$1.1M | |
| 20 | -$1.2M |