Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $1.9M |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.8M |
| 3 | Significant Wealth Partners LLC | $1.7M |
| 4 | DOLIVER ADVISORS, LP | $1.3M |
| 5 | Apollon Wealth Management, LLC | $705.3K |
| 6 | Farther Finance Advisors, LLC | $378.8K |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $295.6K |
| 8 | Clarus Group, Inc. | $224.2K |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $198.3K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $176.8K |
| 11 | Eagle Strategies LLC | $156.5K |
| 12 | Catalyst Capital Advisors LLC | $74.6K |
| 13 | Triumph Capital Management | $51.8K |
| 14 | Security National Bank | $51.7K |
| 15 | LGT Financial Advisors LLC | $13.6K |
| 16 | HARBOR INVESTMENT ADVISORY, LLC | $4.7K |
| 17 | LANARK FINANCIAL, INC. | $4.2K |
| 18 | PARK AVENUE SECURITIES LLC | $2.0K |
| 19 | JFS WEALTH ADVISORS, LLC | $1.9K |
| 20 | AdvisorNet Financial, Inc | $397 |
| 21 | State of Alaska, Department of Revenue | $31 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$705.3K | |
| 2 | +$212.0K | |
| 3 | +$45.3K | |
| 4 | +$2.0K | |
| 5 | +$1.9K | |
| 6 | +$1.4K | |
| 7 | -$1 | |
| 8 | -$164 | |
| 9 | -$184 | |
| 10 | -$529 | |
| 11 | -$2.0K | |
| 12 | -$2.7K | |
| 13 | -$2.9K | |
| 14 | -$3.2K | |
| 15 | -$6.1K | |
| 16 | -$7.2K | |
| 17 | -$8.1K | |
| 18 | -$8.7K | |
| 19 | -$40.7K | |
| 20 | -$88.9K | |
| 21 | -$101.9K | |
| 22 | -$124.6K | |
| 23 | -$272.9K | |
| 24 | -$359.7K | |
| 25 | -$470.9K | |
| 26 | -$1.7M |