Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Register Financial Advisors LLC | $5.0M |
| 2 | J.W. COLE ADVISORS, INC. | $372.6K |
| 3 | LAUREL OAK WEALTH MANAGEMENT, LLC | $179.5K |
| 4 | Kings Path Partners LLC | $141.9K |
| 5 | Bogart Wealth, LLC | $757 |
| 6 | SBI Securities Co., Ltd. | $503 |
| 7 | Friedenthal Financial | $8 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$3.1M | |
| 2 | +$372.6K | |
| 3 | +$141.9K | |
| 4 | +$107.0K | |
| 5 | +$757 | |
| 6 | +$448 | |
| 7 | +$8 |