Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | ST GERMAIN D J CO INC | $9.0M |
| 2 | TOMPKINS FINANCIAL CORP | $5.9M |
| 3 | PFG Investments, LLC | $2.3M |
| 4 | Mountain Capital Investment Advisors Inc. | $1.9M |
| 5 | A&I FINANCIAL SERVICES, LLC | $1.6M |
| 6 | Kondo Wealth Advisors, Inc. | $683.5K |
| 7 | Sequoia Financial Advisors, LLC | $644.5K |
| 8 | Archer Investment Management, LLC | $598.1K |
| 9 | Bensler, LLC | $543.1K |
| 10 | Bond & Devick Financial Network, Inc. | $371.3K |
| 11 | Conrad Siegel Investment Advisors, Inc. | $285.7K |
| 12 | LINCOLN CAPITAL CORP | $280.4K |
| 13 | Scott Capital Advisors, LLC | $253.8K |
| 14 | Paradigm, Strategies in Wealth Management, LLC | $223.1K |
| 15 | Montecito Bank & Trust | $209.7K |
| 16 | Aaron Wealth Advisors LLC | $205.2K |
| 17 | First Pacific Financial | $188.8K |
| 18 | TFC Financial Management, Inc. | $182.5K |
| 19 | Spire Wealth Management | $68.4K |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $67.9K |
| 21 | Key FInancial Inc | $2.7K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$5.9M | |
| 2 | +$1.9M | |
| 3 | +$1.9M | |
| 4 | +$1.3M | |
| 5 | +$644.5K | |
| 6 | +$543.1K | |
| 7 | +$371.3K | |
| 8 | +$253.8K | |
| 9 | +$223.1K | |
| 10 | +$209.7K | |
| 11 | +$205.2K | |
| 12 | +$189.7K | |
| 13 | +$99.1K | |
| 14 | +$40.6K | |
| 15 | +$26.8K | |
| 16 | +$26.3K | |
| 17 | +$9.9K | |
| 18 | +$9.8K | |
| 19 | +$2.7K | |
| 20 | -$2.1K | |
| 21 | -$2.9K |