Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | TrueMark Investments, LLC | $1.3M |
| 2 | Shaker Financial Services, LLC | $1.3M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $533.9K |
| 4 | SeaCrest Wealth Management, LLC | $435.4K |
| 5 | CoreCap Advisors, LLC | $395.4K |
| 6 | B. Riley Wealth Advisors, Inc. | $181.1K |
| 7 | DECISION INVESTMENTS, INC | $139.5K |
| 8 | Tactive Advisors, LLC | $97.9K |
| 9 | 180 WEALTH ADVISORS, LLC | $63.6K |
| 10 | BARRETT & COMPANY, INC. | $28.6K |
| 11 | Aventura Private Wealth, LLC | $9.2K |
| 12 | IFP Advisors, Inc | $8.5K |
| 13 | HIGHLINE WEALTH PARTNERS LLC | $2.4K |
| 14 | Golden State Wealth Management, LLC | $1.7K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$845.7K | |
| 2 | +$195.5K | |
| 3 | +$158.2K | |
| 4 | +$133.8K | |
| 5 | +$36.5K | |
| 6 | +$20.6K | |
| 7 | +$12.0K | |
| 8 | +$8.6K | |
| 9 | +$4.6K | |
| 10 | +$2.6K | |
| 11 | +$2.4K | |
| 12 | +$2.4K | |
| 13 | +$826 | |
| 14 | +$150 | |
| 15 | -$596 | |
| 16 | -$613.8K |