Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | CLG LLC | $2.2M |
| 2 | Cornerstone Management, Inc. | $1.3M |
| 3 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $1.0M |
| 4 | Roan Capital Partners | $886.9K |
| 5 | Baron Financial Group, LLC | $848.7K |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $300.6K |
| 7 | Second Half Financial Partners, LLC | $206.8K |
| 8 | Hartford Financial Management Inc. | $30.2K |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $22.8K |
| 10 | Farther Finance Advisors, LLC | $10.1K |
| 11 | Marshall & Sterling Wealth Advisors Inc. | $9.3K |
| 12 | Blue Trust, Inc. | $7.8K |
| 13 | LANARK FINANCIAL, INC. | $6.8K |
| 14 | Investors Research Corp | $4.8K |
| 15 | Lodestone Wealth Management LLC | $4.2K |
| 16 | ADIRONDACK TRUST CO | $4.1K |
| 17 | Byrne Asset Management LLC | $2.1K |
| 18 | CoreCap Advisors, LLC | $1.1K |
| 19 | High Note Wealth, LLC | $508 |
| 20 | Capital Investment Advisory Services, LLC | $478 |
| 21 | BARRETT & COMPANY, INC. | $349 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$886.9K | |
| 3 | +$206.8K | |
| 4 | +$102.2K | |
| 5 | +$30.2K | |
| 6 | +$23.1K | |
| 7 | +$10.3K | |
| 8 | +$8.9K | |
| 9 | +$7.8K | |
| 10 | +$6.8K | |
| 11 | +$167 | |
| 12 | +$83 | |
| 13 | +$73 | |
| 14 | +$36 | |
| 15 | +$20 | |
| 16 | +$10 | |
| 17 | +$8 | |
| 18 | +$6 | |
| 19 | -$219 | |
| 20 | -$1.2K | |
| 21 | -$1.9K | |
| 22 | -$2.7K | |
| 23 | -$60.1K |