Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Berkshire Money Management, Inc. | $74.8M |
| 2 | FIDUCIARY FINANCIAL GROUP, LLC | $2.3M |
| 3 | AdvisorNet Financial, Inc | $570.9K |
| 4 | Diligent Investors, LLC | $329.8K |
| 5 | Sherry Group, Inc. | $323.5K |
| 6 | Cypress Wealth Services, LLC | $212.2K |
| 7 | IFP Advisors, Inc | $142.7K |
| 8 | DHJJ Financial Advisors, Ltd. | $76.9K |
| 9 | Capital Investment Advisory Services, LLC | $41.5K |
| 10 | Noble Wealth Management PBC | $38.1K |
| 11 | PFS Partners, LLC | $37.1K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$11.0M | |
| 2 | +$212.2K | |
| 3 | +$187.9K | |
| 4 | +$54.8K | |
| 5 | +$31.7K | |
| 6 | +$13.7K | |
| 7 | +$7.4K | |
| 8 | +$4.0K | |
| 9 | +$3.7K | |
| 10 | +$3.6K | |
| 11 | -$26.8K | |
| 12 | -$807.1K |