Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Amplius Wealth Advisors, LLC | $39.9M |
| 2 | Pine Valley Investments Ltd Liability Co | $29.3M |
| 3 | J.W. COLE ADVISORS, INC. | $12.8M |
| 4 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $10.1M |
| 5 | Systelligence, LLC | $7.1M |
| 6 | DAGCO, INC. | $2.2M |
| 7 | Wealth Management Associates, Inc. | $1.6M |
| 8 | Redhawk Wealth Advisors, Inc. | $1.1M |
| 9 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $51.7K |
| 10 | Key FInancial Inc | $36.0K |
| 11 | ST GERMAIN D J CO INC | $20.6K |
| 12 | Farther Finance Advisors, LLC | $1.3K |
| 13 | Main Street Group, LTD | $1.2K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$39.9M | |
| 2 | +$15.9M | |
| 3 | +$7.1M | |
| 4 | +$2.2M | |
| 5 | +$284.5K | |
| 6 | +$56.4K | |
| 7 | +$51.7K | |
| 8 | +$20.6K | |
| 9 | +$8.6K | |
| 10 | +$1.3K | |
| 11 | +$1.2K | |
| 12 | -$84 | |
| 13 | -$1.1M |