Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Integras Partners LLC | $1.9M |
| 2 | FIFTH THIRD SECURITIES, INC. | $623.8K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $470.5K |
| 4 | Marshall & Sterling Wealth Advisors Inc. | $341.2K |
| 5 | SAX WEALTH ADVISORS, LLC | $307.8K |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $163.2K |
| 7 | Sowell Financial Services LLC | $146.1K |
| 8 | Wealthcare Advisory Partners LLC | $123.0K |
| 9 | Triumph Capital Management | $99.9K |
| 10 | Investors Research Corp | $54.5K |
| 11 | ARMSTRONG ADVISORY GROUP, INC | $11.4K |
| 12 | Aspect Partners, LLC | $3.1K |
| 13 | COUNTRY TRUST BANK | $3.1K |
| 14 | Farther Finance Advisors, LLC | $218 |
| 15 | Aurora Private Wealth, Inc. | $213 |
| 16 | SIGNATUREFD, LLC | $18 |
| 17 | Roble, Belko & Company, Inc | $2 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$219.0K | |
| 2 | +$12.3K | |
| 3 | +$11.4K | |
| 4 | +$9.4K | |
| 5 | +$660 | |
| 6 | +$526 | |
| 7 | +$30 | |
| 8 | +$30 | |
| 9 | +$11 | |
| 10 | +$2 | |
| 11 | +$1 | |
| 12 | $0 | |
| 13 | -$473 | |
| 14 | -$2.7K | |
| 15 | -$3.9K | |
| 16 | -$7.5K | |
| 17 | -$9.1K |