Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | ROMANO BROTHERS AND COMPANY | $338.2K |
| 2 | D.A. DAVIDSON & CO. | $177.1K |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $170.1K |
| 4 | Mallini Complete Financial Planning LLC | $85.2K |
| 5 | Catalyst Capital Advisors LLC | $83.0K |
| 6 | Significant Wealth Partners LLC | $48.4K |
| 7 | Prospera Financial Services Inc | $47.7K |
| 8 | Ignite Planners, LLC | $47.5K |
| 9 | Integras Partners LLC | $42.0K |
| 10 | Accel Wealth Management | $40.3K |
| 11 | Bogart Wealth, LLC | $39.7K |
| 12 | VSM Wealth Advisory, LLC | $24.7K |
| 13 | Spire Wealth Management | $17.4K |
| 14 | Triumph Capital Management | $8.5K |
| 15 | EverSource Wealth Advisors, LLC | $2.5K |
| 16 | HORIZON FINANCIAL SERVICES, LLC | $1.4K |
| 17 | Community Financial Services Group, LLC | $1.0K |
| 18 | IFP Advisors, Inc | $672 |
| 19 | JFS WEALTH ADVISORS, LLC | $269 |
| 20 | Key FInancial Inc | $87 |
| 21 | State of Alaska, Department of Revenue | $13 |
| 22 | SIGNATUREFD, LLC | $2 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$83.0K | |
| 2 | +$47.0K | |
| 3 | +$42.0K | |
| 4 | +$8.4K | |
| 5 | +$1.4K | |
| 6 | +$269 | |
| 7 | $0 | |
| 8 | -$1 | |
| 9 | -$7 | |
| 10 | -$27 | |
| 11 | -$50 | |
| 12 | -$188 | |
| 13 | -$528 | |
| 14 | -$558 | |
| 15 | -$629 | |
| 16 | -$2.0K | |
| 17 | -$3.0K | |
| 18 | -$3.0K | |
| 19 | -$3.7K | |
| 20 | -$4.6K | |
| 21 | -$6.6K | |
| 22 | -$18.0K | |
| 23 | -$46.9K | |
| 24 | -$49.7K | |
| 25 | -$60.7K | |
| 26 | -$61.1K | |
| 27 | -$139.3K |