Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | J.E. Simmons & Co., P.C. | $706.5K |
| 2 | SBI Securities Co., Ltd. | $467.3K |
| 3 | Acropolis Investment Management, LLC | $375.3K |
| 4 | Oakworth Capital, Inc. | $223.7K |
| 5 | Traynor Capital Management, Inc. | $202.6K |
| 6 | TOTH FINANCIAL ADVISORY CORP | $186.1K |
| 7 | Bogart Wealth, LLC | $176.6K |
| 8 | JFS WEALTH ADVISORS, LLC | $174.6K |
| 9 | Moisand Fitzgerald Tamayo, LLC | $117.7K |
| 10 | SIGNATUREFD, LLC | $115.3K |
| 11 | Tradewinds Capital Management, LLC | $2.6K |
| 12 | IFP Advisors, Inc | $2.4K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$202.6K | |
| 2 | +$137.7K | |
| 3 | +$73.1K | |
| 4 | +$46.3K | |
| 5 | +$43.6K | |
| 6 | +$36.3K | |
| 7 | +$34.0K | |
| 8 | +$22.9K | |
| 9 | +$22.5K | |
| 10 | +$2.4K | |
| 11 | +$517 | |
| 12 | $0 | |
| 13 | -$24.6K |