Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $3.9M |
| 2 | EASTERLY INVESTMENT PARTNERS LLC | $1.0M |
| 3 | Sowell Financial Services LLC | $841.1K |
| 4 | PFG Investments, LLC | $455.5K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $405.2K |
| 6 | Merit Financial Group, LLC | $146.5K |
| 7 | Fingerlakes Wealth Management, Inc. | $141.5K |
| 8 | MELFA WEALTH MANAGEMENT, INC. | $116.5K |
| 9 | GC Wealth Management RIA, LLC | $110.1K |
| 10 | VSM Wealth Advisory, LLC | $104.2K |
| 11 | WEST MICHIGAN ADVISORS, LLC | $89.3K |
| 12 | CoreCap Advisors, LLC | $21.6K |
| 13 | HHM Wealth Advisors, LLC | $7.9K |
| 14 | Noble Wealth Management PBC | $6.5K |
| 15 | Farther Finance Advisors, LLC | $5.2K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $2.9K |
| 17 | IFP Advisors, Inc | $1.9K |
| 18 | PARK AVENUE SECURITIES LLC | $97 |
| 19 | FNY Investment Advisers, LLC | $11 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$194.0K | |
| 2 | +$170.4K | |
| 3 | +$29.8K | |
| 4 | +$20.0K | |
| 5 | +$4.4K | |
| 6 | +$3.8K | |
| 7 | +$2.0K | |
| 8 | +$358 | |
| 9 | +$339 | |
| 10 | +$67 | |
| 11 | +$24 | |
| 12 | +$9 | |
| 13 | +$6 | |
| 14 | $0 | |
| 15 | $0 | |
| 16 | -$4 | |
| 17 | -$24 | |
| 18 | -$10.3K | |
| 19 | -$12.3K | |
| 20 | -$394.7K |