Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | SECURED RETIREMENT ADVISORS, LLC | $500.4K |
| 2 | Synergy Asset Management, LLC | $471.5K |
| 3 | Capital Investment Advisory Services, LLC | $457.2K |
| 4 | ARQ WEALTH ADVISORS, LLC | $435.8K |
| 5 | Arlington Capital Management, Inc. | $283.8K |
| 6 | Optivise Advisory Services LLC | $181.6K |
| 7 | Noble Wealth Management PBC | $23.6K |
| 8 | PARK AVENUE SECURITIES LLC | $561 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$471.5K | |
| 2 | +$435.8K | |
| 3 | +$181.6K | |
| 4 | +$41 | |
| 5 | -$1.2K | |
| 6 | -$3.5K | |
| 7 | -$49.6K | |
| 8 | -$2.5M |