Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $5.8M |
| 2 | PFG Investments, LLC | $548.6K |
| 3 | J.W. COLE ADVISORS, INC. | $248.2K |
| 4 | Redhawk Wealth Advisors, Inc. | $245.5K |
| 5 | Meadowbrook Wealth Management, LLC | $226.4K |
| 6 | Dynamic Advisor Solutions LLC | $204.9K |
| 7 | Prospera Financial Services Inc | $150.4K |
| 8 | Traynor Capital Management, Inc. | $139.6K |
| 9 | Y-Intercept (Hong Kong) Ltd | $134.6K |
| 10 | WINEBRENNER CAPITAL MANAGEMENT LLC | $124.4K |
| 11 | Capital Investment Advisory Services, LLC | $94.2K |
| 12 | Bogart Wealth, LLC | $64.4K |
| 13 | CoreCap Advisors, LLC | $40.8K |
| 14 | Versant Capital Management, Inc | $40.0K |
| 15 | Kings Path Partners LLC | $12.4K |
| 16 | IFP Advisors, Inc | $10.9K |
| 17 | Farther Finance Advisors, LLC | $7.5K |
| 18 | SIGNATUREFD, LLC | $7.5K |
| 19 | LANARK FINANCIAL, INC. | $7.2K |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.2K |
| 21 | EVOLUTION WEALTH MANAGEMENT INC. | $3.7K |
| 22 | VISION FINANCIAL MARKETS LLC | $2.5K |
| 23 | Ares Financial Consulting, LLC | $1.4K |
| 24 | Strategic Investment Solutions, Inc. /IL | $1.3K |
| 25 | JFS WEALTH ADVISORS, LLC | $622 |
| 26 | DHJJ Financial Advisors, Ltd. | $162 |
| 27 | ST GERMAIN D J CO INC | $7 |
| 28 | FNY Investment Advisers, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3131 / 31 loaded
| # | ||
|---|---|---|
| 1 | +$992.8K | |
| 2 | +$134.6K | |
| 3 | +$80.8K | |
| 4 | +$78.1K | |
| 5 | +$41.9K | |
| 6 | +$12.4K | |
| 7 | +$11.5K | |
| 8 | +$9.4K | |
| 9 | +$4.0K | |
| 10 | +$3.7K | |
| 11 | +$674 | |
| 12 | +$162 | |
| 13 | +$106 | |
| 14 | +$66 | |
| 15 | +$1 | |
| 16 | $0 | |
| 17 | -$27 | |
| 18 | -$324 | |
| 19 | -$345 | |
| 20 | -$382 | |
| 21 | -$473 | |
| 22 | -$1.4K | |
| 23 | -$2.8K | |
| 24 | -$5.4K | |
| 25 | -$6.7K | |
| 26 | -$10.4K | |
| 27 | -$11.0K | |
| 28 | -$187.7K | |
| 29 | -$261.4K | |
| 30 | -$329.7K | |
| 31 | -$1.4M |