Filing Research
Snapshot holdings
#
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10.4M
2Octavia Wealth Advisors, LLC$2.2M
3INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$533.7K
4SeaCrest Wealth Management, LLC$325.3K
5Sprinkle Financial Consultants LLC$309.4K
6Wedmont Private Capital$248.1K
7Physician Wealth Advisors, Inc.$56.4K
Manager changes
#
1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$6.7M
2
Sprinkle Financial Consultants LLC
+$309.4K
3
SeaCrest Wealth Management, LLC
+$103.0K
4
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
+$5.0K
5
Physician Wealth Advisors, Inc.
+$1.5K
6
Wedmont Private Capital
-$401
7
Octavia Wealth Advisors, LLC
-$629.7K
Filing Research | NEW YORK LIFE INVTS ACTIVE E Institutional Holdings