Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | $1.4M |
| 2 | Quad-Cities Investment Group, LLC | $953.9K |
| 3 | Shaker Financial Services, LLC | $672.8K |
| 4 | Mirador Capital Partners LP | $431.4K |
| 5 | GILPIN WEALTH MANAGEMENT, LLC | $430.1K |
| 6 | Apollon Wealth Management, LLC | $287.7K |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $154.2K |
| 8 | Commonwealth Financial Services, LLC | $140.3K |
| 9 | Dynamic Advisor Solutions LLC | $125.2K |
| 10 | Register Financial Advisors LLC | $94.2K |
| 11 | Gilman Hill Asset Management, LLC | $87.3K |
| 12 | IFP Advisors, Inc | $82.0K |
| 13 | UHLMANN PRICE SECURITIES, LLC | $81.6K |
| 14 | LAZARI CAPITAL MANAGEMENT, INC. | $78.3K |
| 15 | Fortitude Advisory Group L.L.C. | $62.4K |
| 16 | BARRETT & COMPANY, INC. | $17.4K |
| 17 | SALEM INVESTMENT COUNSELORS INC | $10.7K |
| 18 | Farther Finance Advisors, LLC | $5.7K |
| 19 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $3.6K |
| 20 | HIGHLINE WEALTH PARTNERS LLC | $1.9K |
| 21 | Cape Investment Advisory, Inc. | $1.0K |
| 22 | ST GERMAIN D J CO INC | $524 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$672.8K | |
| 2 | +$102.6K | |
| 3 | +$84.4K | |
| 4 | +$77.1K | |
| 5 | +$53.7K | |
| 6 | +$11.1K | |
| 7 | +$7.5K | |
| 8 | +$5.7K | |
| 9 | +$1.0K | |
| 10 | +$501 | |
| 11 | +$395 | |
| 12 | -$9 | |
| 13 | -$33 | |
| 14 | -$62 | |
| 15 | -$185 | |
| 16 | -$300 | |
| 17 | -$926 | |
| 18 | -$1.1K | |
| 19 | -$1.3K | |
| 20 | -$1.5K | |
| 21 | -$2.4K | |
| 22 | -$55.0K | |
| 23 | -$873.6K |