Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | AdvisorNet Financial, Inc | $1.3M |
| 2 | FIFTH THIRD SECURITIES, INC. | $573.5K |
| 3 | CoreCap Advisors, LLC | $485.4K |
| 4 | Merit Financial Group, LLC | $443.0K |
| 5 | Roxbury Financial LLC | $168.2K |
| 6 | IFP Advisors, Inc | $4.1K |
| 7 | Cape Investment Advisory, Inc. | $796 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$443.0K | |
| 2 | +$210.9K | |
| 3 | +$129.1K | |
| 4 | +$54.9K | |
| 5 | +$16.5K | |
| 6 | +$796 | |
| 7 | +$399 | |
| 8 | -$361 |