Snapshot holdings
#
1Formidable Asset Management, LLC$7.3M
2EASTERN BANK$1.9M
3Wealthcare Advisory Partners LLC$1.6M
4Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$776.8K
5J.W. COLE ADVISORS, INC.$693.5K
6Merit Financial Group, LLC$543.8K
7Carnegie Lake Advisors LLC$539.6K
8Farther Finance Advisors, LLC$456.3K
9NWAM LLC$428.1K
10Live Oak Private Wealth LLC$305.7K
11PFG Investments, LLC$259.8K
12FLAGSHIP HARBOR ADVISORS, LLC$245.5K
13TCFG Investment Advisors, LLC$243.2K
14Abel Hall, LLC$222.6K
15INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$211.8K
16JGP Wealth Management, LLC$209.8K
17BENJAMIN EDWARDS INC$189.4K
18B. Riley Wealth Advisors, Inc.$173.1K
19Mesirow Financial Investment Management, Inc.$170.7K
20Onyx Bridge Wealth Group LLC$135.6K
21LVZ, Inc.$135.4K
22RFG Advisory, LLC$132.1K
23VISTA INVESTMENT PARTNERS LLC$116.8K
24Sequoia Financial Advisors, LLC$108.1K
25DECISION INVESTMENTS, INC$88.5K
26Acropolis Investment Management, LLC$76.1K
27D.A. DAVIDSON & CO.$72.2K
28MITCHELL SINKLER & STARR/PA$66.5K
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$52.3K
30LANARK FINANCIAL, INC.$29.0K
31BEACON INVESTMENT ADVISORY SERVICES, INC.$17.0K
32DHJJ Financial Advisors, Ltd.$5.8K
33Community Financial Services Group, LLC$5.0K
34HIGHLINE WEALTH PARTNERS LLC$3.9K
35SJS Investment Consulting Inc.$3.3K
36Golden State Wealth Management, LLC$2.5K
37CoreCap Advisors, LLC$2.3K
38VISION FINANCIAL MARKETS LLC$2.1K
39MassMutual Private Wealth & Trust, FSB$1.9K
40SALEM INVESTMENT COUNSELORS INC$1.2K
41Financial Life Planners$509
42Sachetta, LLC$30
Manager changes
#
1+$863.7K
2+$693.5K
3+$222.6K
4+$186.7K
5+$170.7K
6+$17.0K
7+$3.9K
8
Sachetta, LLC
-$2
9-$41
10-$120
11-$187
12-$191
13-$212
14-$249
15-$265
16-$576
17-$651
18-$3.4K
19-$3.8K
20-$5.3K
21-$6.6K
22-$7.2K
23-$7.3K
24-$7.5K
25-$8.4K
26-$8.6K
27-$10.4K
28-$10.7K
29-$11.6K
30-$13.5K
31-$20.8K
32-$23.0K
33-$24.1K
34-$27.4K
35-$30.3K
36-$31.9K
37-$32.1K
38-$37.5K
39-$40.9K
40-$43.8K
41-$53.5K
42-$54.4K
43
LVZ, Inc.
-$56.0K
44-$82.9K
45-$84.7K
46-$93.4K
47
EASTERN BANK
-$184.8K
Filing Research | GAMCO GLOBAL GOLD NAT RES & Institutional Holdings