Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Stanich Group LLC | $1.1M |
| 2 | Diversified Trust Co | $459.4K |
| 3 | Formidable Asset Management, LLC | $403.5K |
| 4 | Insight Wealth Strategies, LLC | $363.2K |
| 5 | PFG Advisors | $232.4K |
| 6 | Magnus Financial Group LLC | $231.0K |
| 7 | Capital Investment Advisory Services, LLC | $199.8K |
| 8 | Piscataqua Savings Bank | $112.0K |
| 9 | Farther Finance Advisors, LLC | $70.6K |
| 10 | SBI Securities Co., Ltd. | $16.5K |
| 11 | WOLFF WIESE MAGANA LLC | $9.1K |
| 12 | IFP Advisors, Inc | $9.0K |
| 13 | Spire Wealth Management | $6.5K |
| 14 | Vision Retirement, LLC | $4.2K |
| 15 | CoreCap Advisors, LLC | $4.0K |
| 16 | AdvisorNet Financial, Inc | $2.9K |
| 17 | BIRCHBROOK, INC. | $1.1K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$310.9K | |
| 2 | +$29.7K | |
| 3 | +$25.7K | |
| 4 | +$7.9K | |
| 5 | +$2.6K | |
| 6 | +$1.2K | |
| 7 | +$1.1K | |
| 8 | +$833 | |
| 9 | +$761 | |
| 10 | +$536 | |
| 11 | +$516 | |
| 12 | +$374 | |
| 13 | -$674 | |
| 14 | -$2.5K | |
| 15 | -$52.5K | |
| 16 | -$159.4K | |
| 17 | -$9.9M |