Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Sound Income Strategies, LLC | $11.2M |
| 2 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $1.5M |
| 3 | Crewe Advisors LLC | $964.9K |
| 4 | Evanson Financial, LLC | $844.1K |
| 5 | Hennion & Walsh Asset Management, Inc. | $522.0K |
| 6 | PVG ASSET MANAGEMENT CORP | $506.1K |
| 7 | CREDIT INDUSTRIEL ET COMMERCIAL | $464.3K |
| 8 | Sunbeam Capital Management, LLC | $182.7K |
| 9 | Catalyst Capital Advisors LLC | $78.5K |
| 10 | Farther Finance Advisors, LLC | $8.4K |
| 11 | Independence Bank of Kentucky | $3.1K |
| 12 | IFP Advisors, Inc | $247 |
| 13 | SBI Securities Co., Ltd. | $208 |
| 14 | EverSource Wealth Advisors, LLC | $146 |
| 15 | GAMMA Investing LLC | $56 |
| 16 | Fortitude Family Office, LLC | $17 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$464.3K | |
| 2 | +$47.0K | |
| 3 | +$13.9K | |
| 4 | +$4.6K | |
| 5 | +$247 | |
| 6 | +$146 | |
| 7 | +$56 | |
| 8 | +$17 | |
| 9 | -$46 | |
| 10 | -$691 | |
| 11 | -$4.8K | |
| 12 | -$5.1K | |
| 13 | -$17.6K | |
| 14 | -$137.9K | |
| 15 | -$216.7K | |
| 16 | -$1.3M |