Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | PMG Family Office LLC | $1.7M |
| 2 | PFG Advisors | $408.9K |
| 3 | TopTier Wealth Management, LLC | $280.0K |
| 4 | Farther Finance Advisors, LLC | $276.4K |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $197.3K |
| 6 | SBI Securities Co., Ltd. | $85.0K |
| 7 | LANARK FINANCIAL, INC. | $44.4K |
| 8 | IFP Advisors, Inc | $32.5K |
| 9 | Triumph Capital Management | $6.8K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$408.9K | |
| 2 | +$165.4K | |
| 3 | +$24.8K | |
| 4 | +$17.9K | |
| 5 | +$15.8K | |
| 6 | +$10.9K | |
| 7 | +$3.9K | |
| 8 | +$3.2K | |
| 9 | +$599 | |
| 10 | -$251.6K |