Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $2.5M |
| 2 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $693.7K |
| 3 | ABSOLUTE INVESTMENT ADVISERS, LLC | $638.4K |
| 4 | RFG Advisory, LLC | $232.4K |
| 5 | Prospera Financial Services Inc | $225.5K |
| 6 | UHLMANN PRICE SECURITIES, LLC | $201.4K |
| 7 | SeaCrest Wealth Management, LLC | $187.1K |
| 8 | Sunpointe, LLC | $171.0K |
| 9 | LANARK FINANCIAL, INC. | $38.7K |
| 10 | CoreCap Advisors, LLC | $33.2K |
| 11 | IFP Advisors, Inc | $11.6K |
| 12 | Princeton Global Asset Management LLC | $8.7K |
| 13 | HIGHLINE WEALTH PARTNERS LLC | $7.7K |
| 14 | Farther Finance Advisors, LLC | $638 |
| 15 | CX Institutional | $26 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$638.4K | |
| 2 | +$225.5K | |
| 3 | +$189.3K | |
| 4 | +$61.5K | |
| 5 | +$16.5K | |
| 6 | +$11.8K | |
| 7 | +$8.8K | |
| 8 | +$6.3K | |
| 9 | +$354 | |
| 10 | +$80 | |
| 11 | +$24 | |
| 12 | +$18 | |
| 13 | +$16 | |
| 14 | -$205 | |
| 15 | -$465 | |
| 16 | -$2.4K | |
| 17 | -$7.3K | |
| 18 | -$114.9K |