Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $3.8M |
| 2 | Accel Wealth Management | $1.0M |
| 3 | Nova Wealth Management, Inc. | $641.9K |
| 4 | J.W. COLE ADVISORS, INC. | $585.1K |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $519.9K |
| 6 | First Heartland Consultants, Inc. | $420.0K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $339.9K |
| 8 | Roxbury Financial LLC | $3.5K |
| 9 | IFP Advisors, Inc | $1.5K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$831.1K | |
| 2 | +$641.9K | |
| 3 | +$519.9K | |
| 4 | +$420.0K | |
| 5 | +$410.8K | |
| 6 | +$339.9K | |
| 7 | +$180.7K | |
| 8 | +$784 | |
| 9 | +$343 |