Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Flagship Capital Management Inc. | $5.5M |
| 2 | Berkeley, Inc | $1.7M |
| 3 | BigSur Wealth Management LLC | $461.1K |
| 4 | FIRST UNITED BANK & TRUST | $377.7K |
| 5 | Ifrah Financial Services, Inc. | $349.6K |
| 6 | Cypress Wealth Services, LLC | $251.1K |
| 7 | Hilltop National Bank | $88.5K |
| 8 | Activest Wealth Management | $42.4K |
| 9 | Harbor Asset Planning, Inc. | $41.2K |
| 10 | Vermillion Wealth Management, Inc. | $1.6K |
| 11 | IFP Advisors, Inc | $1.5K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$541.3K | |
| 2 | +$144.6K | |
| 3 | +$44.7K | |
| 4 | +$36.7K | |
| 5 | +$33.4K | |
| 6 | +$29.8K | |
| 7 | +$8.6K | |
| 8 | +$4.0K | |
| 9 | +$159 | |
| 10 | -$979 | |
| 11 | -$28.8K | |
| 12 | -$60.3K | |
| 13 | -$203.0K |