Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $689.3K |
| 2 | Diligent Investors, LLC | $383.7K |
| 3 | Post Resch Tallon Group Inc. | $373.1K |
| 4 | Cornerstone Wealth Management, LLC | $277.2K |
| 5 | MELFA WEALTH MANAGEMENT, INC. | $275.3K |
| 6 | Sowell Financial Services LLC | $155.9K |
| 7 | Dynamic Advisor Solutions LLC | $108.7K |
| 8 | CoreCap Advisors, LLC | $53.9K |
| 9 | BARRETT & COMPANY, INC. | $32.3K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$108.7K | |
| 2 | +$77.7K | |
| 3 | +$15.4K | |
| 4 | +$4.4K | |
| 5 | +$1.2K | |
| 6 | +$270 | |
| 7 | -$36.3K | |
| 8 | -$46.8K | |
| 9 | -$639.6K |