Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $8.7M |
| 2 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $854.4K |
| 3 | Spire Wealth Management | $843.8K |
| 4 | PMG Family Office LLC | $512.9K |
| 5 | Centurion Wealth Management LLC | $208.9K |
| 6 | David J Yvars Group | $175.0K |
| 7 | EASTERN BANK | $30.6K |
| 8 | ST GERMAIN D J CO INC | $2.0K |
| 9 | FNY Investment Advisers, LLC | $49 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$81.5K | |
| 2 | +$74.6K | |
| 3 | +$69.2K | |
| 4 | +$24.5K | |
| 5 | +$19.8K | |
| 6 | +$3.0K | |
| 7 | +$197 | |
| 8 | +$5 | |
| 9 | -$89.3K | |
| 10 | -$603.5K |