Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | ABSOLUTE INVESTMENT ADVISERS, LLC | $4.0M |
| 2 | Avory & Company, LLC | $739.8K |
| 3 | BOS Asset Management, LLC | $244.1K |
| 4 | Shaker Financial Services, LLC | $203.8K |
| 5 | DECISION INVESTMENTS, INC | $197.3K |
| 6 | B. Riley Wealth Advisors, Inc. | $186.0K |
| 7 | CARY STREET PARTNERS FINANCIAL LLC | $85.8K |
| 8 | Oakworth Capital, Inc. | $39.0K |
| 9 | CoreCap Advisors, LLC | $19.9K |
| 10 | HIGHLINE WEALTH PARTNERS LLC | $3.1K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$4.0M | |
| 2 | +$244.1K | |
| 3 | +$123.6K | |
| 4 | +$108.1K | |
| 5 | +$30.7K | |
| 6 | +$20.2K | |
| 7 | +$16.3K | |
| 8 | +$12.5K | |
| 9 | +$5.7K | |
| 10 | +$336 | |
| 11 | -$238.1K |