Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | SteelPeak Wealth, LLC | $10.5M |
| 2 | Shaker Financial Services, LLC | $2.1M |
| 3 | Investment Partners Asset Management, Inc. | $458.8K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $457.5K |
| 5 | Mallini Complete Financial Planning LLC | $304.7K |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $248.1K |
| 7 | Future Financial Wealth Managment LLC | $212.7K |
| 8 | MELFA WEALTH MANAGEMENT, INC. | $210.1K |
| 9 | David J Yvars Group | $149.6K |
| 10 | CoreCap Advisors, LLC | $61.8K |
| 11 | AdvisorNet Financial, Inc | $11.4K |
| 12 | Spire Wealth Management | $7.8K |
| 13 | COUNTRY TRUST BANK | $3.3K |
| 14 | HIGHLINE WEALTH PARTNERS LLC | $2.6K |
| 15 | Stolper Co | $552 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$210.1K | |
| 3 | +$43.7K | |
| 4 | +$31.8K | |
| 5 | +$10.0K | |
| 6 | +$1.6K | |
| 7 | -$20 | |
| 8 | -$25 | |
| 9 | -$52 | |
| 10 | -$60 | |
| 11 | -$88 | |
| 12 | -$3.5K | |
| 13 | -$4.6K | |
| 14 | -$10.4K | |
| 15 | -$11.0K | |
| 16 | -$14.6K | |
| 17 | -$159.4K |