Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | LITTLEJOHN FINANCIAL SERVICES, INC. | $6.7M |
| 2 | Delta Wealth Advisors LLC | $5.4M |
| 3 | Ironwood Financial, llc | $5.2M |
| 4 | Marathon Mission, Inc. | $5.1M |
| 5 | Commonwealth Financial Services, LLC | $2.3M |
| 6 | Penobscot Investment Management Company, Inc. | $1.8M |
| 7 | Cyr Financial Inc. | $834.0K |
| 8 | High Note Wealth, LLC | $831.4K |
| 9 | Quad-Cities Investment Group, LLC | $539.5K |
| 10 | Segment Wealth Management, LLC | $379.3K |
| 11 | RIVER'S EDGE WEALTH MANAGEMENT, LLC | $354.8K |
| 12 | IFP Advisors, Inc | $351.9K |
| 13 | GAMMA Investing LLC | $297.6K |
| 14 | Windsor Capital Management, LLC | $265.0K |
| 15 | SUMMITRY LLC | $207.4K |
| 16 | Activest Wealth Management | $152.3K |
| 17 | BARRETT & COMPANY, INC. | $45.5K |
| 18 | Golden State Wealth Management, LLC | $35.9K |
| 19 | Blue Trust, Inc. | $19.8K |
| 20 | Farther Finance Advisors, LLC | $16.4K |
| 21 | Bogart Wealth, LLC | $14.8K |
| 22 | HM PAYSON & CO | $10.4K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$5.1M | |
| 2 | +$2.8M | |
| 3 | +$805.1K | |
| 4 | +$539.5K | |
| 5 | +$408.0K | |
| 6 | +$342.7K | |
| 7 | +$265.0K | |
| 8 | +$175.3K | |
| 9 | +$135.2K | |
| 10 | +$41.9K | |
| 11 | +$15.2K | |
| 12 | +$741 | |
| 13 | +$697 | |
| 14 | +$411 | |
| 15 | +$208 | |
| 16 | +$147 | |
| 17 | +$68 | |
| 18 | +$47 | |
| 19 | -$11.9K | |
| 20 | -$12.8K | |
| 21 | -$14.3K | |
| 22 | -$5.9M | |
| 23 | -$11.3M |