Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | STERLING INVESTMENT MANAGEMENT, LLC | $7.6M |
| 2 | CHATHAM CAPITAL GROUP, INC. | $4.8M |
| 3 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.9M |
| 4 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $3.1M |
| 5 | Commonwealth Financial Services, LLC | $1.9M |
| 6 | B. Riley Wealth Advisors, Inc. | $1.4M |
| 7 | Ballew Advisors, Inc | $1.2M |
| 8 | Sidoxia Capital Management, LLC | $1.0M |
| 9 | Edge Wealth Management LLC | $759.5K |
| 10 | CARY STREET PARTNERS FINANCIAL LLC | $661.3K |
| 11 | Vigilare Wealth Management | $595.7K |
| 12 | Advanced Asset Management Advisors Inc | $280.7K |
| 13 | Mirae Asset Global Investments Co., Ltd. | $264.2K |
| 14 | Strategic Blueprint, LLC | $252.8K |
| 15 | EASTERLY INVESTMENT PARTNERS LLC | $231.1K |
| 16 | VIMA LLC | $177.3K |
| 17 | RAMSEY QUANTITATIVE SYSTEMS | $158.5K |
| 18 | ST GERMAIN D J CO INC | $90.8K |
| 19 | Golden State Wealth Management, LLC | $23.9K |
| 20 | SBI Securities Co., Ltd. | $4.6K |
| 21 | Kozak & Associates, Inc. | $3.9K |
| 22 | Financial Management Professionals, Inc. | $3.3K |
| 23 | IFP Advisors, Inc | $1.8K |
| 24 | EverSource Wealth Advisors, LLC | $297 |
Manager changes2026-06-30 vs 2026-03-3138 / 38 loaded
| # | ||
|---|---|---|
| 1 | +$7.6M | |
| 2 | +$1.6M | |
| 3 | +$1.0M | |
| 4 | +$252.8K | |
| 5 | +$158.5K | |
| 6 | +$112.4K | |
| 7 | +$1.6K | |
| 8 | -$309 | |
| 9 | -$491 | |
| 10 | -$3.6K | |
| 11 | -$13.5K | |
| 12 | -$31.1K | |
| 13 | -$34.4K | |
| 14 | -$41.7K | |
| 15 | -$52.2K | |
| 16 | -$98.3K | |
| 17 | -$112.9K | |
| 18 | -$203.2K | |
| 19 | -$204.6K | |
| 20 | -$283.0K | |
| 21 | -$405.5K | |
| 22 | -$444.2K | |
| 23 | -$517.2K | |
| 24 | -$602.4K | |
| 25 | -$727.8K | |
| 26 | -$989.1K | |
| 27 | -$1.3M | |
| 28 | -$1.7M | |
| 29 | -$2.1M | |
| 30 | -$3.3M | |
| 31 | -$5.9M | |
| 32 | -$7.3M | |
| 33 | -$7.6M | |
| 34 | -$13.0M | |
| 35 | -$13.4M | |
| 36 | -$14.7M | |
| 37 | -$17.6M | |
| 38 | -$34.0M |