Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Congress Park Capital LLC | $8.6M |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $841.5K |
| 3 | Merit Financial Group, LLC | $578.6K |
| 4 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $252.7K |
| 5 | PFG Investments, LLC | $219.0K |
| 6 | INTEGRATED CAPITAL MANAGEMENT, INC. | $212.1K |
| 7 | CoreCap Advisors, LLC | $76.9K |
| 8 | GHP Investment Advisors, Inc. | $11.9K |
| 9 | EverSource Wealth Advisors, LLC | $11.1K |
| 10 | HIGHLINE WEALTH PARTNERS LLC | $3.2K |
| 11 | PARK AVENUE SECURITIES LLC | $1.3K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$87.1K | |
| 3 | +$79.9K | |
| 4 | +$39.6K | |
| 5 | +$36.5K | |
| 6 | +$17.1K | |
| 7 | +$12.0K | |
| 8 | +$3.2K | |
| 9 | +$1.9K | |
| 10 | +$1.7K | |
| 11 | +$184 | |
| 12 | -$16.8K |