Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Sound Income Strategies, LLC | $39.1M |
| 2 | PFG Investments, LLC | $782.3K |
| 3 | GREENWOOD GEARHART LLC | $423.8K |
| 4 | FIRST CITIZENS BANK & TRUST CO | $202.0K |
| 5 | Avior Wealth Management, LLC | $105.0K |
| 6 | BCO Wealth Management LLC | $89.9K |
| 7 | Golden State Wealth Management, LLC | $73.7K |
| 8 | Allied Private Wealth LLC | $51.0K |
| 9 | Farther Finance Advisors, LLC | $47.2K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $26.9K |
| 11 | HIGHLINE WEALTH PARTNERS LLC | $23.7K |
| 12 | Triumph Capital Management | $13.8K |
| 13 | Vermillion Wealth Management, Inc. | $3.7K |
| 14 | Aventura Private Wealth, LLC | $3.4K |
| 15 | JNBA Financial Advisors | $2.7K |
| 16 | LANARK FINANCIAL, INC. | $2.5K |
| 17 | WOLFF WIESE MAGANA LLC | $1.5K |
| 18 | Hilltop National Bank | $1.4K |
| 19 | State of Alaska, Department of Revenue | $34 |
| 20 | FNY Investment Advisers, LLC | $8 |
| 21 | Darwin Wealth Management, LLC | $7 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$202.0K | |
| 2 | +$190.7K | |
| 3 | +$23.7K | |
| 4 | +$2.7K | |
| 5 | +$1.5K | |
| 6 | +$810 | |
| 7 | +$7 | |
| 8 | -$1 | |
| 9 | -$3 | |
| 10 | -$107 | |
| 11 | -$280 | |
| 12 | -$1.8K | |
| 13 | -$1.9K | |
| 14 | -$3.3K | |
| 15 | -$5.5K | |
| 16 | -$6.7K | |
| 17 | -$17.6K | |
| 18 | -$61.8K | |
| 19 | -$80.4K | |
| 20 | -$94.9K | |
| 21 | -$181.8K | |
| 22 | -$347.5K | |
| 23 | -$510.7K | |
| 24 | -$796.1K |