Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Mid-American Wealth Advisory Group, Inc. | $1.1M |
| 2 | Brookstone Capital Management | $1.1M |
| 3 | Triumph Capital Management | $130.0K |
| 4 | SIGNATUREFD, LLC | $127.8K |
| 5 | Capital Investment Advisory Services, LLC | $24.2K |
| 6 | Carolina Wealth Advisors, LLC | $15.3K |
| 7 | Bogart Wealth, LLC | $10.3K |
| 8 | Mosley Wealth Management | $9.8K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$549.0K | |
| 2 | +$318.3K | |
| 3 | +$45.6K | |
| 4 | +$39.7K | |
| 5 | +$9.8K | |
| 6 | +$9.2K | |
| 7 | +$3.9K | |
| 8 | -$2.2K |