Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | SALEM INVESTMENT COUNSELORS INC | $4.6M |
| 2 | Prospera Financial Services Inc | $1.0M |
| 3 | Independent Wealth Network Inc. | $818.9K |
| 4 | SONATA CAPITAL GROUP INC | $217.0K |
| 5 | Harbor Asset Planning, Inc. | $20.1K |
| 6 | Key FInancial Inc | $19.7K |
| 7 | GAMMA Investing LLC | $18.2K |
| 8 | Triumph Capital Management | $6.1K |
| 9 | CX Institutional | $235 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$779.3K | |
| 3 | +$217.0K | |
| 4 | +$3.4K | |
| 5 | +$3.3K | |
| 6 | +$3.1K | |
| 7 | +$1.0K | |
| 8 | +$40 | |
| 9 | -$16.0K |