Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | SeaCrest Wealth Management, LLC | $1.1M |
| 2 | PFG Investments, LLC | $945.1K |
| 3 | Sonoma Allocations LLC | $228.2K |
| 4 | Farther Finance Advisors, LLC | $47.0K |
| 5 | SOA Wealth Advisors, LLC. | $30.7K |
| 6 | CoreCap Advisors, LLC | $1.0K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$228.2K | |
| 2 | +$71.5K | |
| 3 | +$67.3K | |
| 4 | +$5.3K | |
| 5 | +$1.9K | |
| 6 | +$62 | |
| 7 | -$33.2K |