Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Rareview Capital LLC | $2.5M |
| 2 | Shaker Financial Services, LLC | $2.0M |
| 3 | Significant Wealth Partners LLC | $1.6M |
| 4 | J.W. COLE ADVISORS, INC. | $1.1M |
| 5 | PFG Investments, LLC | $489.5K |
| 6 | Carnegie Lake Advisors LLC | $482.8K |
| 7 | Uncommon Cents Investing LLC | $369.2K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $227.5K |
| 9 | Apollon Wealth Management, LLC | $221.0K |
| 10 | Fortitude Advisory Group L.L.C. | $180.9K |
| 11 | SeaCrest Wealth Management, LLC | $176.6K |
| 12 | Herold Advisors, Inc. | $163.0K |
| 13 | Hennion & Walsh Asset Management, Inc. | $157.6K |
| 14 | Graves Light Lenhart Wealth, Inc. | $154.6K |
| 15 | UHLMANN PRICE SECURITIES, LLC | $145.0K |
| 16 | CoreCap Advisors, LLC | $118.5K |
| 17 | B. Riley Wealth Advisors, Inc. | $114.6K |
| 18 | AdvisorNet Financial, Inc | $60.5K |
| 19 | EverSource Wealth Advisors, LLC | $33.5K |
| 20 | Noble Wealth Management PBC | $9.0K |
| 21 | HIGHLINE WEALTH PARTNERS LLC | $2.8K |
| 22 | Mountain Hill Investment Partners Corp. | $1.8K |
| 23 | JFS WEALTH ADVISORS, LLC | $1.0K |
| 24 | TSFG, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$229.2K | |
| 3 | +$114.0K | |
| 4 | +$63.8K | |
| 5 | +$30.8K | |
| 6 | +$8.4K | |
| 7 | +$8.2K | |
| 8 | +$7.8K | |
| 9 | +$7.0K | |
| 10 | +$5.2K | |
| 11 | +$5.1K | |
| 12 | +$4.2K | |
| 13 | +$3.6K | |
| 14 | +$2.5K | |
| 15 | +$1.8K | |
| 16 | +$1.4K | |
| 17 | +$1.0K | |
| 18 | +$772 | |
| 19 | +$208 | |
| 20 | +$100 | |
| 21 | +$65 | |
| 22 | $0 | |
| 23 | -$9.9K | |
| 24 | -$69.1K | |
| 25 | -$148.7K | |
| 26 | -$1.5M |