Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Tactive Advisors, LLC | $1.4M |
| 2 | Lauer Wealth, LLC | $407.4K |
| 3 | San Luis Wealth Advisors LLC | $171.0K |
| 4 | SIGNATUREFD, LLC | $74.3K |
| 5 | Quaker Wealth Management, LLC | $3.9K |
| 6 | Allied Private Wealth LLC | $775 |
| 7 | TOTH FINANCIAL ADVISORY CORP | $738 |
| 8 | EverSource Wealth Advisors, LLC | $185 |
| 9 | Rye Brook Capital LLC | $136 |
| 10 | High Note Wealth, LLC | $74 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$407.4K | |
| 3 | +$14 | |
| 4 | -$10 | |
| 5 | -$24 | |
| 6 | -$98 | |
| 7 | -$515 | |
| 8 | -$3.0K | |
| 9 | -$4.0K | |
| 10 | -$4.6K | |
| 11 | -$6.7K | |
| 12 | -$8.0K | |
| 13 | -$9.4K | |
| 14 | -$22.0K | |
| 15 | -$28.4K | |
| 16 | -$40.8K |