Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Fortitude Advisory Group L.L.C. | $543.2K |
| 2 | DECISION INVESTMENTS, INC | $427.1K |
| 3 | Shaker Financial Services, LLC | $350.8K |
| 4 | MELFA WEALTH MANAGEMENT, INC. | $84.3K |
| 5 | BENJAMIN EDWARDS INC | $67.1K |
| 6 | CARY STREET PARTNERS FINANCIAL LLC | $63.9K |
| 7 | Register Financial Advisors LLC | $41.5K |
| 8 | PFG Investments, LLC | $31.6K |
| 9 | Commonwealth Financial Services, LLC | $29.6K |
| 10 | Farther Finance Advisors, LLC | $17.0K |
| 11 | LifeSteps Financial, Inc. | $12.3K |
| 12 | LANARK FINANCIAL, INC. | $6.6K |
| 13 | Marshall & Sterling Wealth Advisors Inc. | $4.4K |
| 14 | EASTERN BANK | $4.0K |
| 15 | PFS Partners, LLC | $1.5K |
| 16 | SOA Wealth Advisors, LLC. | $1.2K |
| 17 | JFS WEALTH ADVISORS, LLC | $877 |
| 18 | Bogart Wealth, LLC | $823 |
| 19 | COUNTRY TRUST BANK | $371 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$17.9K | |
| 2 | +$12.3K | |
| 3 | +$877 | |
| 4 | +$275 | |
| 5 | +$11 | |
| 6 | -$6 | |
| 7 | -$13 | |
| 8 | -$20 | |
| 9 | -$64 | |
| 10 | -$71 | |
| 11 | -$107 | |
| 12 | -$188 | |
| 13 | -$480 | |
| 14 | -$511 | |
| 15 | -$1.0K | |
| 16 | -$1.1K | |
| 17 | -$1.4K | |
| 18 | -$1.6K | |
| 19 | -$19.8K | |
| 20 | -$24.7K | |
| 21 | -$25.1K | |
| 22 | -$28.6K | |
| 23 | -$544.8K |