Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Congress Park Capital LLC | $14.3M |
| 2 | CoreCap Advisors, LLC | $1.3M |
| 3 | Wealth Care LLC | $1.1M |
| 4 | Merit Financial Group, LLC | $393.4K |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $251.6K |
| 6 | E&G Advisors, LLC | $206.7K |
| 7 | Shaker Financial Services, LLC | $188.4K |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $14.7K |
| 9 | GHP Investment Advisors, Inc. | $13.2K |
| 10 | PEOPLES FINANCIAL SERVICES CORP. | $12.4K |
| 11 | HIGHLINE WEALTH PARTNERS LLC | $3.1K |
| 12 | PARK AVENUE SECURITIES LLC | $1.4K |
| 13 | Farther Finance Advisors, LLC | $1.2K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$263.5K | |
| 3 | +$80.3K | |
| 4 | +$52.1K | |
| 5 | +$31.5K | |
| 6 | +$9.7K | |
| 7 | +$2.0K | |
| 8 | +$1.9K | |
| 9 | +$1.9K | |
| 10 | +$653 | |
| 11 | +$188 | |
| 12 | +$158 | |
| 13 | -$28.6K |