Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | CoreCap Advisors, LLC | $2.2M |
| 2 | Well Done, LLC | $830.7K |
| 3 | BSW Wealth Partners | $328.0K |
| 4 | HIGHLINE WEALTH PARTNERS LLC | $131.4K |
| 5 | Farther Finance Advisors, LLC | $91.6K |
| 6 | Carolina Wealth Advisors, LLC | $57.6K |
| 7 | Wealth Enhancement Trust Services, Inc. | $19.1K |
| 8 | Triumph Capital Management | $15.4K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$405.7K | |
| 2 | +$118.5K | |
| 3 | +$82.5K | |
| 4 | +$46.8K | |
| 5 | +$19.4K | |
| 6 | +$8.2K | |
| 7 | +$3.6K | |
| 8 | +$2.7K | |
| 9 | -$4.7K |