Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | DECISION INVESTMENTS, INC | $273.4K |
| 2 | BOS Asset Management, LLC | $190.1K |
| 3 | UHLMANN PRICE SECURITIES, LLC | $149.7K |
| 4 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $144.6K |
| 5 | Shaker Financial Services, LLC | $125.0K |
| 6 | MRA Advisory Group | $103.7K |
| 7 | CLIENT 1ST ADVISORY GROUP, LLC | $101.3K |
| 8 | BENJAMIN EDWARDS INC | $83.7K |
| 9 | Sage Capital Management, LLC | $76.8K |
| 10 | PFG Investments, LLC | $68.3K |
| 11 | Live Oak Private Wealth LLC | $61.4K |
| 12 | LANARK FINANCIAL, INC. | $55.0K |
| 13 | Spire Wealth Management | $25.9K |
| 14 | IFP Advisors, Inc | $10.3K |
| 15 | CoreCap Advisors, LLC | $9.7K |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.4K |
| 17 | HIGHLINE WEALTH PARTNERS LLC | $2.8K |
| 18 | SIGNATUREFD, LLC | $1.8K |
| 19 | Key FInancial Inc | $982 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$190.1K | |
| 2 | +$15.6K | |
| 3 | +$14.1K | |
| 4 | +$10.7K | |
| 5 | +$10.4K | |
| 6 | +$9.8K | |
| 7 | +$7.3K | |
| 8 | +$5.5K | |
| 9 | +$4.9K | |
| 10 | +$4.5K | |
| 11 | +$4.4K | |
| 12 | +$736 | |
| 13 | +$695 | |
| 14 | +$344 | |
| 15 | +$129 | |
| 16 | +$70 | |
| 17 | -$87 | |
| 18 | -$17.5K | |
| 19 | -$57.1K | |
| 20 | -$66.5K | |
| 21 | -$427.6K |