Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Accurate Wealth Management, LLC | $264.8K |
| 2 | AdvisorNet Financial, Inc | $236.5K |
| 3 | QUATTRO FINANCIAL ADVISORS LLC | $194.9K |
| 4 | Keystone Financial Services, LLC | $188.6K |
| 5 | Synergy Asset Management, LLC | $187.3K |
| 6 | RFG Advisory, LLC | $155.2K |
| 7 | Avior Wealth Management, LLC | $151.2K |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $120.7K |
| 9 | Farther Finance Advisors, LLC | $91.9K |
| 10 | Atlatl Advisers LLC | $20.6K |
| 11 | Beaird Harris Wealth Management, LLC | $19.9K |
| 12 | PROATHLETE WEALTH MANAGEMENT LLC | $2.8K |
| 13 | SOA Wealth Advisors, LLC. | $1.0K |
| 14 | KERR FINANCIAL PLANNING Corp | $61 |
| 15 | FNY Investment Advisers, LLC | $15 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$151.2K | |
| 2 | +$120.7K | |
| 3 | +$64.6K | |
| 4 | +$45.7K | |
| 5 | +$38.4K | |
| 6 | +$20.6K | |
| 7 | +$2.7K | |
| 8 | +$1.7K | |
| 9 | +$15 | |
| 10 | -$6 | |
| 11 | -$104 | |
| 12 | -$287 | |
| 13 | -$1.1K | |
| 14 | -$2.2K | |
| 15 | -$9.9K | |
| 16 | -$11.3K | |
| 17 | -$20.2K | |
| 18 | -$145.5K |