Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | Next Level Private LLC | $1.7M |
| 2 | Shaker Financial Services, LLC | $1.3M |
| 3 | D.A. DAVIDSON & CO. | $835.1K |
| 4 | BENJAMIN EDWARDS INC | $802.9K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $724.5K |
| 6 | PMG Family Office LLC | $587.3K |
| 7 | B. Riley Wealth Advisors, Inc. | $570.5K |
| 8 | WORLD EQUITY GROUP, INC. | $380.9K |
| 9 | Pine Valley Investments Ltd Liability Co | $344.6K |
| 10 | PFG Investments, LLC | $274.3K |
| 11 | Madison Park Capital Advisors, LLC | $248.8K |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $229.3K |
| 13 | B.O.S.S. Retirement Advisors, LLC | $224.8K |
| 14 | CoreCap Advisors, LLC | $207.7K |
| 15 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $203.1K |
| 16 | ARS Wealth Advisors Group, LLC | $198.3K |
| 17 | EverSource Wealth Advisors, LLC | $74.9K |
| 18 | ARMSTRONG ADVISORY GROUP, INC | $41.4K |
| 19 | Triumph Capital Management | $40.2K |
| 20 | LANARK FINANCIAL, INC. | $37.1K |
| 21 | Allied Private Wealth LLC | $17.5K |
| 22 | Provenance Wealth Advisors, LLC | $9.5K |
| 23 | SALEM INVESTMENT COUNSELORS INC | $9.4K |
| 24 | HIGHLINE WEALTH PARTNERS LLC | $3.7K |
| 25 | Farther Finance Advisors, LLC | $2.1K |
| 26 | JFS WEALTH ADVISORS, LLC | $881 |
| 27 | Stolper Co | $742 |
Manager changes2026-06-30 vs 2026-03-3127 / 27 loaded
| # | ||
|---|---|---|
| 1 | +$772.7K | |
| 2 | +$344.6K | |
| 3 | +$311.7K | |
| 4 | +$207.7K | |
| 5 | +$121.2K | |
| 6 | +$109.0K | |
| 7 | +$86.7K | |
| 8 | +$69.6K | |
| 9 | +$66.7K | |
| 10 | +$47.5K | |
| 11 | +$41.4K | |
| 12 | +$23.2K | |
| 13 | +$20.9K | |
| 14 | +$19.9K | |
| 15 | +$13.6K | |
| 16 | +$9.4K | |
| 17 | +$8.7K | |
| 18 | +$7.7K | |
| 19 | +$4.4K | |
| 20 | +$2.5K | |
| 21 | +$975 | |
| 22 | +$881 | |
| 23 | +$376 | |
| 24 | +$158 | |
| 25 | +$99 | |
| 26 | -$13.3K | |
| 27 | -$227.8K |