Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $10.3M |
| 2 | Southland Equity Partners LLC | $3.4M |
| 3 | WORLD EQUITY GROUP, INC. | $2.0M |
| 4 | Pinnacle Wealth Management Group, Inc. | $1.8M |
| 5 | Brookstone Capital Management | $1.5M |
| 6 | Dynamic Advisor Solutions LLC | $1.0M |
| 7 | SWMG, LLC | $792.4K |
| 8 | Diligent Investors, LLC | $312.4K |
| 9 | IFP Advisors, Inc | $290.8K |
| 10 | Strategic Blueprint, LLC | $268.3K |
| 11 | TrustBank | $201.3K |
| 12 | RED REEF ADVISORS LLC | $133.8K |
| 13 | Farther Finance Advisors, LLC | $64.2K |
| 14 | DHJJ Financial Advisors, Ltd. | $45.3K |
| 15 | Physician Wealth Advisors, Inc. | $19.8K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$792.4K | |
| 2 | +$658.9K | |
| 3 | +$403.7K | |
| 4 | +$204.1K | |
| 5 | +$201.3K | |
| 6 | +$107.3K | |
| 7 | +$62.4K | |
| 8 | +$37.0K | |
| 9 | +$18.7K | |
| 10 | +$16.1K | |
| 11 | +$8.0K | |
| 12 | +$2.7K | |
| 13 | +$1.2K | |
| 14 | -$624 | |
| 15 | -$34.7K | |
| 16 | -$277.7K | |
| 17 | -$299.7K | |
| 18 | -$38.6M |