Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Live Oak Private Wealth LLC | $2.6M |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.1M |
| 3 | Spire Wealth Management | $909.6K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $839.0K |
| 5 | Diesslin Group, Inc. | $778.8K |
| 6 | PMG Family Office LLC | $744.4K |
| 7 | First National Bank of Mount Dora, Trust Investment Services | $708.6K |
| 8 | MRA Advisory Group | $703.0K |
| 9 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $498.7K |
| 10 | BENJAMIN EDWARDS INC | $365.3K |
| 11 | Sowell Financial Services LLC | $337.1K |
| 12 | PFG Investments, LLC | $336.3K |
| 13 | B. Riley Wealth Advisors, Inc. | $263.5K |
| 14 | LANARK FINANCIAL, INC. | $102.6K |
| 15 | FIRST HORIZON CORP | $63.0K |
| 16 | ST GERMAIN D J CO INC | $48.9K |
| 17 | Oakworth Capital, Inc. | $38.2K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.6K |
| 19 | Farther Finance Advisors, LLC | $7.2K |
| 20 | Kennebec Savings Bank | $5.1K |
| 21 | HIGHLINE WEALTH PARTNERS LLC | $3.2K |
| 22 | JFS WEALTH ADVISORS, LLC | $1.7K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$771.5K | |
| 2 | +$263.5K | |
| 3 | +$97.3K | |
| 4 | +$73.9K | |
| 5 | +$47.5K | |
| 6 | +$27.6K | |
| 7 | +$23.7K | |
| 8 | +$23.6K | |
| 9 | +$20.0K | |
| 10 | +$18.8K | |
| 11 | +$12.3K | |
| 12 | +$9.5K | |
| 13 | +$2.9K | |
| 14 | +$1.8K | |
| 15 | +$1.7K | |
| 16 | +$1.4K | |
| 17 | +$1.1K | |
| 18 | +$235 | |
| 19 | +$144 | |
| 20 | +$117 | |
| 21 | +$90 | |
| 22 | -$30.5K |