Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | CWA Asset Management Group, LLC | $59.6M |
| 2 | LifeWealth Investments, LLC | $22.4M |
| 3 | Quest 10 Wealth Builders, Inc. | $3.8M |
| 4 | Farther Finance Advisors, LLC | $2.2M |
| 5 | Decker Retirement Planning Inc. | $817.1K |
| 6 | B.O.S.S. Retirement Advisors, LLC | $750.0K |
| 7 | J.W. COLE ADVISORS, INC. | $672.7K |
| 8 | Networth Advisors, LLC | $235.2K |
| 9 | Procyon Advisors, LLC | $200.4K |
| 10 | CoreCap Advisors, LLC | $29.5K |
| 11 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $580 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$17.6M | |
| 2 | +$3.3M | |
| 3 | +$2.2M | |
| 4 | +$835.6K | |
| 5 | +$672.7K | |
| 6 | +$32.3K | |
| 7 | +$5.6K | |
| 8 | -$1 | |
| 9 | -$59 | |
| 10 | -$400 | |
| 11 | -$9.4K | |
| 12 | -$65.8K | |
| 13 | -$206.4K |