Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Wedmont Private Capital | $988.4K |
| 2 | Farther Finance Advisors, LLC | $731.2K |
| 3 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $309.1K |
| 4 | Wilkerson Advisory Group LLC | $148.0K |
| 5 | Key FInancial Inc | $122.2K |
| 6 | SJS Investment Consulting Inc. | $25.3K |
| 7 | Walsh & Associates, LLC | $14.2K |
| 8 | LANARK FINANCIAL, INC. | $12.7K |
| 9 | Physician Wealth Advisors, Inc. | $7.2K |
| 10 | Capital Investment Advisory Services, LLC | $5.0K |
| 11 | DHJJ Financial Advisors, Ltd. | $308 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$30.7K | |
| 2 | +$25.1K | |
| 3 | +$12.0K | |
| 4 | +$9.9K | |
| 5 | +$2.1K | |
| 6 | +$1.2K | |
| 7 | +$1.0K | |
| 8 | +$584 | |
| 9 | +$402 | |
| 10 | +$25 | |
| 11 | -$42.4K | |
| 12 | -$88.1K |