Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Bensler, LLC | $31.7M |
| 2 | WINCAP FINANCIAL LLC | $22.7M |
| 3 | Goldstein Advisors, LLC | $1.4M |
| 4 | DAVENPORT & Co LLC | $1.3M |
| 5 | Nautilus Advisors LLC | $230.4K |
| 6 | Farther Finance Advisors, LLC | $137.9K |
| 7 | Triumph Capital Management | $67.2K |
| 8 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $42.3K |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $9.3K |
| 10 | TSFG, LLC | $2.9K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$11.8M | |
| 2 | +$9.1M | |
| 3 | +$482.5K | |
| 4 | +$230.4K | |
| 5 | +$116.4K | |
| 6 | +$42.3K | |
| 7 | +$19.3K | |
| 8 | +$3.2K | |
| 9 | +$2.9K | |
| 10 | -$11.0M |