Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $15.5M |
| 2 | Maltin Wealth Management, Inc. | $1.1M |
| 3 | 4WEALTH ADVISORS, INC. | $701.0K |
| 4 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $362.8K |
| 5 | ASPIRIANT, LLC | $258.3K |
| 6 | HARMONY ASSET MANAGEMENT LLC | $229.7K |
| 7 | MOULTON WEALTH MANAGEMENT, INC | $216.6K |
| 8 | VIMA LLC | $146.4K |
| 9 | Cornerstone Wealth Management, LLC | $95.4K |
| 10 | Mirae Asset Global Investments Co., Ltd. | $86.7K |
| 11 | Spire Wealth Management | $8.5K |
| 12 | SBI Securities Co., Ltd. | $7.3K |
| 13 | Farther Finance Advisors, LLC | $4.3K |
| 14 | A. D. Beadell Investment Counsel, Inc. | $173 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$216.6K | |
| 3 | +$4.3K | |
| 4 | -$26 | |
| 5 | -$1.2K | |
| 6 | -$14.1K | |
| 7 | -$27.4K | |
| 8 | -$36.1K | |
| 9 | -$38.1K | |
| 10 | -$125.0K | |
| 11 | -$126.8K | |
| 12 | -$153.9K | |
| 13 | -$270.5K |