Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Colonial River Investments, LLC | $5.0M |
| 2 | UNIQUE WEALTH, LLC | $1.9M |
| 3 | MassMutual Private Wealth & Trust, FSB | $1.5M |
| 4 | LOCKERMAN FINANCIAL GROUP, INC. | $1.4M |
| 5 | IFP Advisors, Inc | $962.7K |
| 6 | Envestnet Portfolio Solutions, Inc. | $743.8K |
| 7 | Farther Finance Advisors, LLC | $729.9K |
| 8 | FIRETHORN WEALTH PARTNERS, LLC | $380.8K |
| 9 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $375.9K |
| 10 | J.W. COLE ADVISORS, INC. | $334.8K |
| 11 | Aegis Wealth Management, Inc. | $302.0K |
| 12 | PARK AVENUE SECURITIES LLC | $8.7K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$5.0M | |
| 2 | +$1.9M | |
| 3 | +$1.5M | |
| 4 | +$1.4M | |
| 5 | +$962.7K | |
| 6 | +$743.8K | |
| 7 | +$729.9K | |
| 8 | +$380.8K | |
| 9 | +$375.9K | |
| 10 | +$334.8K | |
| 11 | +$302.0K | |
| 12 | +$8.7K |