Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Rareview Capital LLC | $3.1M |
| 2 | Uncommon Cents Investing LLC | $1.8M |
| 3 | D.A. DAVIDSON & CO. | $1.2M |
| 4 | Merit Financial Group, LLC | $471.4K |
| 5 | Apollon Wealth Management, LLC | $295.3K |
| 6 | Sowell Financial Services LLC | $265.3K |
| 7 | EVERGREEN CAPITAL MANAGEMENT LLC | $135.6K |
| 8 | EverSource Wealth Advisors, LLC | $120.4K |
| 9 | MeadowBrook Investment Advisors LLC | $52.1K |
| 10 | LANARK FINANCIAL, INC. | $10.7K |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.4K |
| 12 | Noble Wealth Management PBC | $5.4K |
| 13 | HIGHLINE WEALTH PARTNERS LLC | $3.0K |
| 14 | LRI Investments, LLC | $2.5K |
| 15 | Dakota Community Bank & Trust NA | $1.1K |
| 16 | FIRST HORIZON CORP | $1.1K |
| 17 | JFS WEALTH ADVISORS, LLC | $419 |
| 18 | PARK AVENUE SECURITIES LLC | $313 |
| 19 | Capital Advisors, Ltd. LLC | $2 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$486.6K | |
| 2 | +$243.3K | |
| 3 | +$132.4K | |
| 4 | +$52.1K | |
| 5 | +$37.3K | |
| 6 | +$25.3K | |
| 7 | +$18.1K | |
| 8 | +$11.9K | |
| 9 | +$10.3K | |
| 10 | +$1.1K | |
| 11 | +$468 | |
| 12 | +$460 | |
| 13 | +$419 | |
| 14 | +$253 | |
| 15 | +$219 | |
| 16 | +$92 | |
| 17 | +$25 | |
| 18 | +$2 | |
| 19 | -$8.9K |