Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Capital Investment Advisory Services, LLC | $2.3M |
| 2 | PMG Family Office LLC | $1.4M |
| 3 | Next Level Private LLC | $1.2M |
| 4 | J.W. COLE ADVISORS, INC. | $1.1M |
| 5 | DAVENPORT & Co LLC | $613.2K |
| 6 | D.A. DAVIDSON & CO. | $537.6K |
| 7 | VISTA INVESTMENT PARTNERS II, LLC | $492.9K |
| 8 | David J Yvars Group | $451.7K |
| 9 | Stonebridge Financial Group, LLC | $451.2K |
| 10 | B. Riley Wealth Advisors, Inc. | $431.1K |
| 11 | Shulman DeMeo Asset Management LLC | $421.8K |
| 12 | LVZ, Inc. | $271.3K |
| 13 | Vanguard Capital Wealth Advisors | $261.5K |
| 14 | CARY STREET PARTNERS FINANCIAL LLC | $230.6K |
| 15 | LANARK FINANCIAL, INC. | $195.4K |
| 16 | Bogart Wealth, LLC | $173.1K |
| 17 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $30.2K |
| 18 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $22.2K |
| 19 | EVOLUTION WEALTH MANAGEMENT INC. | $3.6K |
| 20 | HIGHLINE WEALTH PARTNERS LLC | $3.4K |
| 21 | JFS WEALTH ADVISORS, LLC | $3.0K |
| 22 | Indiana Trust & Investment Management Co | $1.6K |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$289.5K | |
| 3 | +$246.2K | |
| 4 | +$230.6K | |
| 5 | +$177.5K | |
| 6 | +$115.2K | |
| 7 | +$105.5K | |
| 8 | +$96.7K | |
| 9 | +$91.9K | |
| 10 | +$88.5K | |
| 11 | +$53.0K | |
| 12 | +$51.3K | |
| 13 | +$38.6K | |
| 14 | +$34.2K | |
| 15 | +$22.2K | |
| 16 | +$5.9K | |
| 17 | +$3.0K | |
| 18 | +$703 | |
| 19 | +$672 | |
| 20 | +$308 | |
| 21 | -$24.0K | |
| 22 | -$30.2K | |
| 23 | -$52.4K | |
| 24 | -$129.4K | |
| 25 | -$217.0K |