Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | $2.1M |
| 2 | TrueMark Investments, LLC | $1.7M |
| 3 | Atala Financial Inc | $1.6M |
| 4 | Dynamic Advisor Solutions LLC | $967.7K |
| 5 | GRACE & WHITE INC /NY | $822.9K |
| 6 | PFG Investments, LLC | $708.5K |
| 7 | HBW ADVISORY SERVICES LLC | $609.4K |
| 8 | PVG ASSET MANAGEMENT CORP | $348.7K |
| 9 | UHLMANN PRICE SECURITIES, LLC | $306.4K |
| 10 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $193.1K |
| 11 | Merit Financial Group, LLC | $171.1K |
| 12 | INVESTMENT ADVISORY SERVICES INC /TX /ADV | $101.6K |
| 13 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $25.2K |
| 14 | IFP Advisors, Inc | $8.4K |
| 15 | Key FInancial Inc | $5.9K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $2.1K |
| 17 | BFSG, LLC | $630 |
| 18 | Bogart Wealth, LLC | $180 |
| 19 | PARK AVENUE SECURITIES LLC | $117 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$101.8K | |
| 2 | +$101.6K | |
| 3 | +$50.9K | |
| 4 | +$45.2K | |
| 5 | +$13.6K | |
| 6 | +$13.6K | |
| 7 | +$4.5K | |
| 8 | +$4.2K | |
| 9 | +$3 | |
| 10 | +$2 | |
| 11 | -$5 | |
| 12 | -$15 | |
| 13 | -$43 | |
| 14 | -$360 | |
| 15 | -$4.4K | |
| 16 | -$5.0K | |
| 17 | -$5.9K | |
| 18 | -$13.3K | |
| 19 | -$106.3K | |
| 20 | -$112.5K | |
| 21 | -$140.7K |