Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | PVG ASSET MANAGEMENT CORP | $4.0M |
| 2 | SHEETS SMITH WEALTH MANAGEMENT | $723.6K |
| 3 | Shaker Financial Services, LLC | $709.8K |
| 4 | Penbrook Management LLC | $475.0K |
| 5 | MELFA WEALTH MANAGEMENT, INC. | $261.4K |
| 6 | ECLECTIC ASSOCIATES INC /ADV | $217.8K |
| 7 | Fortitude Advisory Group L.L.C. | $200.7K |
| 8 | Balefire, LLC | $76.8K |
| 9 | Graves Light Lenhart Wealth, Inc. | $46.2K |
| 10 | HIGHLINE WEALTH PARTNERS LLC | $1.9K |
| 11 | FINANCIAL CONSULATE, INC | $646 |
| 12 | CoreCap Advisors, LLC | $420 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$709.8K | |
| 2 | +$28.0K | |
| 3 | +$22.4K | |
| 4 | +$7.6K | |
| 5 | -$5 | |
| 6 | -$8 | |
| 7 | -$24 | |
| 8 | -$572 | |
| 9 | -$3.2K | |
| 10 | -$5.9K | |
| 11 | -$17.9K | |
| 12 | -$30.1K | |
| 13 | -$31.1K | |
| 14 | -$55.0K | |
| 15 | -$82.6K |