Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | TrueMark Investments, LLC | $20.6M |
| 2 | Mid-American Wealth Advisory Group, Inc. | $3.0M |
| 3 | Wellment Financial | $2.3M |
| 4 | Networth Advisors, LLC | $621.8K |
| 5 | Aegis Wealth Management, Inc. | $323.9K |
| 6 | Quest 10 Wealth Builders, Inc. | $301.1K |
| 7 | Mosley Wealth Management | $213.1K |
| 8 | EVOLUTION WEALTH MANAGEMENT INC. | $61.5K |
| 9 | Decker Retirement Planning Inc. | $29.5K |
| 10 | CoreCap Advisors, LLC | $1.3K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$11.6M | |
| 2 | +$186.5K | |
| 3 | +$106.8K | |
| 4 | +$70.0K | |
| 5 | +$59.3K | |
| 6 | +$23.5K | |
| 7 | +$18.7K | |
| 8 | +$1.3K | |
| 9 | -$10.6K | |
| 10 | -$5.1M |