Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | CHAPIN DAVIS, INC. | $1.1M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $1.0M |
| 3 | Red Door Wealth Management, LLC | $616.2K |
| 4 | Opal Wealth Advisors, LLC | $493.6K |
| 5 | Focus Financial Network, Inc. | $438.7K |
| 6 | Merit Financial Group, LLC | $384.9K |
| 7 | FLAGSHIP HARBOR ADVISORS, LLC | $379.3K |
| 8 | Cadent Capital Advisors, LLC | $319.2K |
| 9 | Tactive Advisors, LLC | $203.7K |
| 10 | VISTA INVESTMENT PARTNERS II, LLC | $166.0K |
| 11 | 1620 INVESTMENT ADVISORS, INC. | $13.3K |
| 12 | Key FInancial Inc | $7.6K |
| 13 | LANARK FINANCIAL, INC. | $5.3K |
| 14 | Stolper Co | $1.0K |
| 15 | PARK AVENUE SECURITIES LLC | $205 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$616.2K | |
| 2 | +$319.2K | |
| 3 | +$94.6K | |
| 4 | +$50.8K | |
| 5 | +$43.7K | |
| 6 | +$42.8K | |
| 7 | +$26.2K | |
| 8 | +$16.6K | |
| 9 | +$7.6K | |
| 10 | +$5.6K | |
| 11 | +$4.4K | |
| 12 | +$752 | |
| 13 | +$446 | |
| 14 | +$179 | |
| 15 | +$12 | |
| 16 | -$351 | |
| 17 | -$36.6K | |
| 18 | -$6.0M |