Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $3.3M |
| 2 | Rareview Capital LLC | $1.9M |
| 3 | Byrne Asset Management LLC | $1.5M |
| 4 | Sowell Financial Services LLC | $1.4M |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $709.2K |
| 6 | BENJAMIN EDWARDS INC | $566.6K |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $361.1K |
| 8 | Uncommon Cents Investing LLC | $334.6K |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $197.1K |
| 10 | Apollon Wealth Management, LLC | $171.7K |
| 11 | Encompass More Asset Management | $128.6K |
| 12 | Dynamic Advisor Solutions LLC | $118.0K |
| 13 | Integris Wealth Management, LLC | $115.1K |
| 14 | NWAM LLC | $94.9K |
| 15 | VSM Wealth Advisory, LLC | $62.7K |
| 16 | CoreCap Advisors, LLC | $29.5K |
| 17 | HIGHLINE WEALTH PARTNERS LLC | $3.7K |
| 18 | FNY Investment Advisers, LLC | $14 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$167.9K | |
| 2 | +$37.6K | |
| 3 | +$8.9K | |
| 4 | +$7.3K | |
| 5 | +$7.3K | |
| 6 | +$4.6K | |
| 7 | +$3.7K | |
| 8 | +$3.1K | |
| 9 | +$1.4K | |
| 10 | +$80 | |
| 11 | $0 | |
| 12 | -$1.1K | |
| 13 | -$6.9K | |
| 14 | -$16.5K | |
| 15 | -$30.4K | |
| 16 | -$49.1K | |
| 17 | -$55.8K | |
| 18 | -$202.1K |