Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Brookwood Investment Group LLC | $1.9M |
| 2 | Welch Financial Planning, LLC | $1.7M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.0M |
| 4 | Farther Finance Advisors, LLC | $275.1K |
| 5 | Diligent Investors, LLC | $271.8K |
| 6 | Gradient Investments LLC | $216.9K |
| 7 | Global Trust Wealth Management LLC | $208.5K |
| 8 | DHJJ Financial Advisors, Ltd. | $184.9K |
| 9 | IFP Advisors, Inc | $29.9K |
| 10 | EverSource Wealth Advisors, LLC | $4.0K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$275.1K | |
| 2 | +$200.7K | |
| 3 | +$50.8K | |
| 4 | +$13.3K | |
| 5 | +$5.3K | |
| 6 | +$196 | |
| 7 | -$20.2K | |
| 8 | -$40.4K | |
| 9 | -$100.5K | |
| 10 | -$1.6M | |
| 11 | -$5.0M |