Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | $1.9M |
| 2 | J.W. COLE ADVISORS, INC. | $1.8M |
| 3 | PFG Investments, LLC | $1.1M |
| 4 | SeaCrest Wealth Management, LLC | $572.4K |
| 5 | Shaker Financial Services, LLC | $373.6K |
| 6 | Post Resch Tallon Group Inc. | $304.3K |
| 7 | CoreCap Advisors, LLC | $145.9K |
| 8 | Noble Wealth Management PBC | $42.8K |
| 9 | LANARK FINANCIAL, INC. | $39.3K |
| 10 | HIGHLINE WEALTH PARTNERS LLC | $7.7K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.1K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$75.2K | |
| 3 | +$68.8K | |
| 4 | +$40.5K | |
| 5 | +$29.2K | |
| 6 | +$8.2K | |
| 7 | +$255 | |
| 8 | +$50 | |
| 9 | -$28 | |
| 10 | -$31.0K | |
| 11 | -$544.6K |