Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Diligent Investors, LLC | $946.6K |
| 2 | Synergy Asset Management, LLC | $491.2K |
| 3 | Triumph Capital Management | $488.7K |
| 4 | First Heartland Consultants, Inc. | $422.1K |
| 5 | Capital Investment Advisory Services, LLC | $407.5K |
| 6 | DHJJ Financial Advisors, Ltd. | $384.0K |
| 7 | Comprehensive Financial Consultants Institutional, Inc. | $281.6K |
| 8 | Cypress Wealth Services, LLC | $251.7K |
| 9 | Stonebridge Financial Group, LLC / MO | $232.3K |
| 10 | Sowell Financial Services LLC | $214.8K |
| 11 | IFP Advisors, Inc | $210.0K |
| 12 | Farther Finance Advisors, LLC | $106.0K |
| 13 | Noble Wealth Management PBC | $79.5K |
| 14 | Mosley Wealth Management | $48.3K |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $45.5K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$946.6K | |
| 2 | +$488.7K | |
| 3 | +$346.9K | |
| 4 | +$281.6K | |
| 5 | +$251.7K | |
| 6 | +$214.8K | |
| 7 | +$159.8K | |
| 8 | +$151.3K | |
| 9 | +$106.0K | |
| 10 | +$72.0K | |
| 11 | +$48.3K | |
| 12 | +$45.5K | |
| 13 | +$37.8K | |
| 14 | +$14.5K | |
| 15 | +$5.0K |