Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | Ignite Planners, LLC | $9.3M |
| 2 | Brookstone Capital Management | $4.2M |
| 3 | Madrona Financial Services, LLC | $1.8M |
| 4 | Foguth Wealth Management, LLC. | $569.0K |
| 5 | Triumph Capital Management | $535.0K |
| 6 | Apollon Wealth Management, LLC | $529.4K |
| 7 | Climber Capital SA | $470.0K |
| 8 | Syntegra Private Wealth Group, LLC | $408.0K |
| 9 | WORLD EQUITY GROUP, INC. | $343.8K |
| 10 | Chris Bulman Inc | $320.2K |
| 11 | IFP Advisors, Inc | $313.3K |
| 12 | Certified Advisory Corp | $278.8K |
| 13 | First Heartland Consultants, Inc. | $276.4K |
| 14 | Merit Financial Group, LLC | $275.5K |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $267.1K |
| 16 | MN Wealth Advisors, LLC | $261.1K |
| 17 | LVZ, Inc. | $251.7K |
| 18 | Sage Capital Advisors,llc | $233.4K |
| 19 | DHJJ Financial Advisors, Ltd. | $232.1K |
| 20 | LifeWealth Investments, LLC | $222.6K |
| 21 | PRECEDENT WEALTH PARTNERS, LLC | $203.8K |
| 22 | EVOLUTION WEALTH MANAGEMENT INC. | $187.8K |
| 23 | SBI Securities Co., Ltd. | $137 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$470.0K | |
| 2 | +$435.4K | |
| 3 | +$251.7K | |
| 4 | +$203.8K | |
| 5 | +$177.8K | |
| 6 | +$33.8K | |
| 7 | +$14.0K | |
| 8 | +$7.8K | |
| 9 | +$6.6K | |
| 10 | +$5.3K | |
| 11 | +$5.3K | |
| 12 | +$5.0K | |
| 13 | +$4.5K | |
| 14 | +$3.8K | |
| 15 | +$2.0K | |
| 16 | +$1.2K | |
| 17 | +$1.2K | |
| 18 | +$278 | |
| 19 | +$3 | |
| 20 | -$7.2K | |
| 21 | -$10.0K | |
| 22 | -$18.9K | |
| 23 | -$32.1K | |
| 24 | -$57.4K | |
| 25 | -$62.1K | |
| 26 | -$116.3K |