Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | $2.0M |
| 2 | Brookstone Capital Management | $536.5K |
| 3 | DECISION INVESTMENTS, INC | $339.1K |
| 4 | PFG Investments, LLC | $327.9K |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $264.7K |
| 6 | BENJAMIN EDWARDS INC | $169.9K |
| 7 | DWR WEALTH MANAGEMENT, LLC | $108.1K |
| 8 | Spire Wealth Management | $45.2K |
| 9 | CoreCap Advisors, LLC | $13.0K |
| 10 | Steigerwald, Gordon & Koch Inc. | $4.7K |
| 11 | HIGHLINE WEALTH PARTNERS LLC | $2.9K |
| 12 | Cape Investment Advisory, Inc. | $2.0K |
| 13 | Triumph Capital Management | $1.6K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$95.7K | |
| 2 | +$13.0K | |
| 3 | +$4.7K | |
| 4 | +$2.9K | |
| 5 | +$2.0K | |
| 6 | +$1.6K | |
| 7 | -$133 | |
| 8 | -$4.2K | |
| 9 | -$7.8K | |
| 10 | -$7.8K | |
| 11 | -$11.7K | |
| 12 | -$24.4K | |
| 13 | -$132.5K | |
| 14 | -$1.1M |