Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | COOKSON PEIRCE & CO INC | $11.1M |
| 2 | Carolina Wealth Advisors, LLC | $6.0M |
| 3 | Clark Asset Management, LLC | $4.3M |
| 4 | Carroll Advisory Group, LLC | $3.3M |
| 5 | BCS Wealth Management | $2.8M |
| 6 | Infinity Wealth Counsel, LLC | $1.9M |
| 7 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | $1.5M |
| 8 | Farther Finance Advisors, LLC | $866.7K |
| 9 | CFG Wealth Management Services, Inc. | $768.3K |
| 10 | J.W. COLE ADVISORS, INC. | $685.6K |
| 11 | Independence Bank of Kentucky | $594.1K |
| 12 | NorthAvenue LLC | $591.4K |
| 13 | YANKCOM Partnership | $329.1K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $270.6K |
| 15 | Legacy Wealth Partners, LLC | $265.6K |
| 16 | Kohmann Bosshard Financial Services, LLC | $237.5K |
| 17 | Davis Capital Management | $187.2K |
| 18 | Marquette Asset Management, LLC | $96.9K |
| 19 | Key FInancial Inc | $2.0K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$685.6K | |
| 3 | +$428.5K | |
| 4 | +$328.6K | |
| 5 | +$281.5K | |
| 6 | +$264.3K | |
| 7 | +$234.1K | |
| 8 | +$121.1K | |
| 9 | +$108.8K | |
| 10 | +$91.2K | |
| 11 | +$53.9K | |
| 12 | +$48.3K | |
| 13 | +$16.2K | |
| 14 | $0 | |
| 15 | -$5 | |
| 16 | -$237 | |
| 17 | -$580 | |
| 18 | -$1.2K | |
| 19 | -$30.0K | |
| 20 | -$68.5K | |
| 21 | -$763.5K |