Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Camelot Portfolios, LLC | $2.2M |
| 2 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $872.1K |
| 3 | GILPIN WEALTH MANAGEMENT, LLC | $545.8K |
| 4 | Financial Solutions Advisory Group, Inc. | $341.3K |
| 5 | AEGON USA Investment Management, LLC | $339.5K |
| 6 | Abel Hall, LLC | $213.9K |
| 7 | INTEGRATED CAPITAL MANAGEMENT, INC. | $208.8K |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $205.9K |
| 9 | B. Riley Wealth Advisors, Inc. | $186.9K |
| 10 | MELFA WEALTH MANAGEMENT, INC. | $134.4K |
| 11 | One Charles Private Wealth Services, LLC | $123.0K |
| 12 | Capital Investment Advisory Services, LLC | $93.2K |
| 13 | Post Resch Tallon Group Inc. | $74.8K |
| 14 | IFP Advisors, Inc | $27.4K |
| 15 | Triumph Capital Management | $23.5K |
| 16 | Byrne Asset Management LLC | $12.8K |
| 17 | Spire Wealth Management | $3.6K |
| 18 | HIGHLINE WEALTH PARTNERS LLC | $3.0K |
| 19 | PARK AVENUE SECURITIES LLC | $1.3K |
| 20 | Cedar Mountain Advisors, LLC | $585 |
| 21 | Vision Retirement, LLC | $19 |
| 22 | AdvisorNet Financial, Inc | $11 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$400.2K | |
| 2 | +$341.3K | |
| 3 | +$173.7K | |
| 4 | +$74.8K | |
| 5 | +$68.2K | |
| 6 | +$42.6K | |
| 7 | +$42.4K | |
| 8 | +$24.5K | |
| 9 | +$22.5K | |
| 10 | +$19.7K | |
| 11 | +$14.9K | |
| 12 | +$8.7K | |
| 13 | +$4.5K | |
| 14 | +$2.6K | |
| 15 | +$710 | |
| 16 | +$268 | |
| 17 | +$220 | |
| 18 | +$117 | |
| 19 | +$4 | |
| 20 | +$3 | |
| 21 | -$715 | |
| 22 | -$31.9K | |
| 23 | -$114.0K | |
| 24 | -$881.1K |