Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Maltin Wealth Management, Inc. | $6.0M |
| 2 | Prospera Financial Services Inc | $3.8M |
| 3 | PFG Investments, LLC | $1.3M |
| 4 | BENJAMIN EDWARDS INC | $335.5K |
| 5 | EWA, LLC | $314.1K |
| 6 | DAVENPORT & Co LLC | $238.3K |
| 7 | LANARK FINANCIAL, INC. | $39.0K |
| 8 | IFP Advisors, Inc | $26.4K |
| 9 | Register Financial Advisors LLC | $18.9K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $17.5K |
| 11 | DHJJ Financial Advisors, Ltd. | $4.0K |
| 12 | Farther Finance Advisors, LLC | $2.0K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$379.7K | |
| 3 | +$314.1K | |
| 4 | +$238.3K | |
| 5 | +$75.3K | |
| 6 | +$39.0K | |
| 7 | +$26.4K | |
| 8 | +$4.6K | |
| 9 | +$3.2K | |
| 10 | +$888 | |
| 11 | +$414 | |
| 12 | -$153.3K |