Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Pine Valley Investments Ltd Liability Co | $1.7M |
| 2 | COLUMBIA ADVISORY PARTNERS LLC | $1.3M |
| 3 | Prospera Financial Services Inc | $1.0M |
| 4 | J.W. COLE ADVISORS, INC. | $831.0K |
| 5 | Holcombe Financial, Inc. | $731.7K |
| 6 | TCFG Investment Advisors, LLC | $566.8K |
| 7 | Key Client Fiduciary Advisors, LLC | $287.8K |
| 8 | IFP Advisors, Inc | $284.5K |
| 9 | Farther Finance Advisors, LLC | $274.7K |
| 10 | AdvisorNet Financial, Inc | $87.9K |
| 11 | HM PAYSON & CO | $55.5K |
| 12 | Main Street Group, LTD | $44.0K |
| 13 | FIRST UNITED BANK & TRUST | $38.3K |
| 14 | Strategic Investment Solutions, Inc. /IL | $26.8K |
| 15 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $7.7K |
| 16 | Blue Trust, Inc. | $7.0K |
| 17 | SIGNATUREFD, LLC | $958 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$566.8K | |
| 2 | +$274.7K | |
| 3 | +$228.9K | |
| 4 | +$195.7K | |
| 5 | +$169.7K | |
| 6 | +$155.3K | |
| 7 | +$128.6K | |
| 8 | +$43.0K | |
| 9 | +$33.0K | |
| 10 | +$23.2K | |
| 11 | +$7.7K | |
| 12 | +$5.9K | |
| 13 | +$3.7K | |
| 14 | +$3.0K | |
| 15 | +$2.6K | |
| 16 | +$472 | |
| 17 | +$65 | |
| 18 | -$5.2K | |
| 19 | -$224.1K | |
| 20 | -$629.3K |