Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | SteelPeak Wealth, LLC | $1.4M |
| 2 | Accurate Wealth Management, LLC | $921.3K |
| 3 | Innova Wealth Partners | $831.1K |
| 4 | CLG LLC | $630.7K |
| 5 | Wealthcare Advisory Partners LLC | $435.0K |
| 6 | Worth Asset Management, LLC | $333.3K |
| 7 | Professional Financial Advisors, LLC | $208.2K |
| 8 | IFP Advisors, Inc | $6.9K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$210.8K | |
| 2 | +$208.2K | |
| 3 | +$6.9K | |
| 4 | +$2.0K | |
| 5 | -$26.7K | |
| 6 | -$43.5K | |
| 7 | -$50.6K | |
| 8 | -$2.4M |