Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | FFG RETIREMENT ADVISORS LLC | $5.3M |
| 2 | Robbins Farley | $3.9M |
| 3 | BDFS Capital LLC | $3.1M |
| 4 | 1620 INVESTMENT ADVISORS, INC. | $1.5M |
| 5 | Etesian Wealth Advisors, Inc. | $1.1M |
| 6 | IFS Group,LLC | $850.1K |
| 7 | J.W. COLE ADVISORS, INC. | $566.8K |
| 8 | Quad-Cities Investment Group, LLC | $511.6K |
| 9 | Tiller Private Wealth, Inc. | $351.8K |
| 10 | LAUREL OAK WEALTH MANAGEMENT, LLC | $321.4K |
| 11 | GENESIS PRIVATE WEALTH, LLC | $272.4K |
| 12 | Spire Wealth Management | $185.0K |
| 13 | Farther Finance Advisors, LLC | $120.1K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $75.2K |
| 15 | Capital Advisors, Ltd. LLC | $286 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$566.8K | |
| 3 | +$351.8K | |
| 4 | +$318.1K | |
| 5 | +$63.7K | |
| 6 | +$53.4K | |
| 7 | +$27.1K | |
| 8 | +$18.4K | |
| 9 | +$13.4K | |
| 10 | +$1.4K | |
| 11 | +$975 | |
| 12 | +$380 | |
| 13 | +$368 | |
| 14 | +$2 | |
| 15 | -$3.1K | |
| 16 | -$230.8K |