Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Sage Capital Management, LLC | $3.9M |
| 2 | KWMG, LLC | $954.2K |
| 3 | Cornerstone Wealth Management, LLC | $203.2K |
| 4 | SALEM INVESTMENT COUNSELORS INC | $183.1K |
| 5 | IFP Advisors, Inc | $57.4K |
| 6 | Key FInancial Inc | $45.0K |
| 7 | Harbor Asset Planning, Inc. | $36.8K |
| 8 | Capital Investment Advisory Services, LLC | $22.1K |
| 9 | Aventus Investment Advisors, Inc. | $8.2K |
| 10 | Investors Research Corp | $2.0K |
| 11 | TSFG, LLC | $2 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$930.0K | |
| 2 | +$203.2K | |
| 3 | +$75.1K | |
| 4 | +$43.1K | |
| 5 | +$16.5K | |
| 6 | +$11.3K | |
| 7 | +$9.3K | |
| 8 | +$5.6K | |
| 9 | +$2.1K | |
| 10 | +$493 | |
| 11 | $0 |