Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | ARVEST INVESTMENTS, INC. | $24.1M |
| 2 | CENTRAL BANK & TRUST CO | $9.4M |
| 3 | Ocean Park Asset Management, LLC | $3.1M |
| 4 | GUIDANCE CAPITAL, INC | $1.9M |
| 5 | Rosenberg Matthew Hamilton | $1.5M |
| 6 | Ethos Capital Management, Inc. | $970.6K |
| 7 | Heck Capital Advisors, LLC | $621.0K |
| 8 | City Center Advisors, LLC | $561.8K |
| 9 | Columbus Macro, LLC | $429.0K |
| 10 | IFP Advisors, Inc | $382.8K |
| 11 | Wealthcare Advisory Partners LLC | $315.5K |
| 12 | HORIZON FINANCIAL SERVICES, LLC | $87.9K |
| 13 | ST GERMAIN D J CO INC | $78.5K |
| 14 | Wagner Wealth Management, LLC | $44.7K |
| 15 | Decker Retirement Planning Inc. | $29.2K |
| 16 | Bogart Wealth, LLC | $14.9K |
| 17 | Quest 10 Wealth Builders, Inc. | $9.4K |
| 18 | Farther Finance Advisors, LLC | $4.5K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$213.1K | |
| 3 | +$157.4K | |
| 4 | +$113.4K | |
| 5 | +$66.3K | |
| 6 | +$31.8K | |
| 7 | +$9.9K | |
| 8 | +$1.7K | |
| 9 | +$333 | |
| 10 | -$3 | |
| 11 | -$24 | |
| 12 | -$48 | |
| 13 | -$129 | |
| 14 | -$5.1K | |
| 15 | -$16.7K | |
| 16 | -$28.3K | |
| 17 | -$445.8K | |
| 18 | -$533.5K |