Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Fortitude Financial, LLC | $1.2M |
| 2 | Main Street Group, LTD | $412.8K |
| 3 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $398.2K |
| 4 | Cornerstone Wealth Management, LLC | $346.5K |
| 5 | Redhawk Wealth Advisors, Inc. | $340.4K |
| 6 | Courage Miller Partners, LLC | $258.1K |
| 7 | Merit Financial Group, LLC | $256.2K |
| 8 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $255.6K |
| 9 | Harbor Group, Inc. | $235.4K |
| 10 | Capital Investment Advisory Services, LLC | $52.2K |
| 11 | GHP Investment Advisors, Inc. | $29.2K |
| 12 | Quaker Wealth Management, LLC | $18.2K |
| 13 | Key FInancial Inc | $3.9K |
| 14 | Farther Finance Advisors, LLC | $3.3K |
| 15 | IFP Advisors, Inc | $2.6K |
| 16 | Capital Advisors, Ltd. LLC | $286 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$48.8K | |
| 2 | +$39.7K | |
| 3 | +$31.4K | |
| 4 | +$29.2K | |
| 5 | +$23.7K | |
| 6 | +$21.9K | |
| 7 | +$20.7K | |
| 8 | +$15.6K | |
| 9 | +$4.8K | |
| 10 | +$1.7K | |
| 11 | +$358 | |
| 12 | +$281 | |
| 13 | +$238 | |
| 14 | +$27 | |
| 15 | -$12.6K | |
| 16 | -$33.0K | |
| 17 | -$93.8K |