Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Pachira Investments Inc. | $6.7M |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.7M |
| 3 | Lifestyle Asset Management, Inc. | $941.6K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $837.0K |
| 5 | KFG WEALTH MANAGEMENT, LLC | $747.7K |
| 6 | Brookstone Capital Management | $648.8K |
| 7 | Hiley Hunt Wealth Management | $398.1K |
| 8 | HBW ADVISORY SERVICES LLC | $293.7K |
| 9 | KELLY FINANCIAL GROUP LLC | $279.2K |
| 10 | IFP Advisors, Inc | $273.8K |
| 11 | WINNACLE WEALTH LLC | $252.9K |
| 12 | Merit Financial Group, LLC | $233.1K |
| 13 | Accurate Wealth Management, LLC | $203.5K |
| 14 | CoreCap Advisors, LLC | $13.6K |
| 15 | DHJJ Financial Advisors, Ltd. | $211 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$802.4K | |
| 2 | +$306.6K | |
| 3 | +$279.2K | |
| 4 | +$28.0K | |
| 5 | +$23.5K | |
| 6 | +$7.1K | |
| 7 | +$6.7K | |
| 8 | +$6.6K | |
| 9 | +$5.1K | |
| 10 | +$384 | |
| 11 | +$6 | |
| 12 | -$553 | |
| 13 | -$1.2K | |
| 14 | -$8.5K | |
| 15 | -$31.2K | |
| 16 | -$51.1K | |
| 17 | -$68.1K | |
| 18 | -$207.9K |