Snapshot holdings
#
1Taylor Frigon Capital Management LLC$1.1M
2COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$405.1K
3INDEPENDENT FINANCIAL GROUP, LLC$137.5K
4EverSource Wealth Advisors, LLC$16.6K
5SBI Securities Co., Ltd.$11.9K
6Blue Trust, Inc.$4.5K
7Farther Finance Advisors, LLC$3.5K
8ADIRONDACK TRUST CO$2.8K
9Physician Wealth Advisors, Inc.$1.1K
10VIMA LLC$1.0K
11VSM Wealth Advisory, LLC$1.0K
12Dogwood Wealth Management LLC$929
13Spire Wealth Management$872
14SJS Investment Consulting Inc.$661
15SALEM INVESTMENT COUNSELORS INC$455
16Tradewinds Capital Management, LLC$413
17AdvisorNet Financial, Inc$382
18Cedar Mountain Advisors, LLC$258
19SIGNATUREFD, LLC$134
20Allied Private Wealth LLC$108
21Byrne Asset Management LLC$52
22GHP Investment Advisors, Inc.$52
23Golden State Wealth Management, LLC$52
24JFS WEALTH ADVISORS, LLC$11
25TSFG, LLC$0
Manager changes
#
1+$47.1K
2+$15.8K
3+$4.0K
4+$2.1K
5+$307
6+$130
7+$81
8+$30
9+$30
10+$27
11+$25
12+$19
13+$14
14+$12
15+$11
16+$7
17+$4
18+$2
19+$2
20+$1
21$0
22
TSFG, LLC
$0
23-$128
24-$180
25-$501
26-$501
27-$659
28-$2.0K
29-$108.2K
30-$293.5K
Filing Research | FIVERR INTL LTD Institutional Holdings