Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | ACCESS FINANCIAL SERVICES, INC. | $5.5M |
| 2 | AMERICAN ASSET MANAGEMENT INC. | $3.4M |
| 3 | Spire Wealth Management | $1.4M |
| 4 | Castle Rock Wealth Management, LLC | $1.4M |
| 5 | PFG Advisors | $1.3M |
| 6 | Focus Financial Network, Inc. | $898.9K |
| 7 | Merit Financial Group, LLC | $640.5K |
| 8 | Crown Wealth Group, LLC | $622.6K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $298.0K |
| 10 | Diligent Investors, LLC | $287.9K |
| 11 | Allegheny Financial Group | $236.6K |
| 12 | Farther Finance Advisors, LLC | $236.5K |
| 13 | Cypress Wealth Services, LLC | $216.9K |
| 14 | ST GERMAIN D J CO INC | $18.8K |
| 15 | IFP Advisors, Inc | $10.2K |
| 16 | PARK AVENUE SECURITIES LLC | $2.2K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$163.8K | |
| 2 | +$90.8K | |
| 3 | +$69.1K | |
| 4 | +$67.3K | |
| 5 | +$45.8K | |
| 6 | +$34.7K | |
| 7 | +$22.4K | |
| 8 | +$16.6K | |
| 9 | +$13.2K | |
| 10 | +$12.1K | |
| 11 | +$1.0K | |
| 12 | +$569 | |
| 13 | +$122 | |
| 14 | -$9.7K | |
| 15 | -$25.0K | |
| 16 | -$404.9K | |
| 17 | -$410.1K | |
| 18 | -$919.1K | |
| 19 | -$2.5M |