Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Alliance Wealth Advisors, LLC /UT | $1.7M |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $930.6K |
| 3 | Cordoba Advisory Partners LLC | $617.8K |
| 4 | Brookstone Capital Management | $463.5K |
| 5 | Boston Standard Wealth Management, LLC | $249.0K |
| 6 | FIFTH THIRD SECURITIES, INC. | $233.2K |
| 7 | Prospera Financial Services Inc | $218.1K |
| 8 | Farther Finance Advisors, LLC | $153.9K |
| 9 | SBI Securities Co., Ltd. | $30.8K |
| 10 | LRI Investments, LLC | $24.0K |
| 11 | Tradewinds Capital Management, LLC | $17.2K |
| 12 | Intesa Sanpaolo Wealth Management | $13.4K |
| 13 | THOMPSON INVESTMENT MANAGEMENT, INC. | $13.2K |
| 14 | JFS WEALTH ADVISORS, LLC | $12.9K |
| 15 | CoreCap Advisors, LLC | $12.7K |
| 16 | GAMMA Investing LLC | $132 |
| 17 | CX Institutional | $1 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$9.9K | |
| 3 | $0 | |
| 4 | -$10 | |
| 5 | -$844 | |
| 6 | -$903 | |
| 7 | -$941 | |
| 8 | -$951 | |
| 9 | -$1.2K | |
| 10 | -$1.7K | |
| 11 | -$2.8K | |
| 12 | -$4.9K | |
| 13 | -$7.9K | |
| 14 | -$15.5K | |
| 15 | -$16.5K | |
| 16 | -$43.9K | |
| 17 | -$56.9K | |
| 18 | -$210.6K | |
| 19 | -$314.2K |