Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $1.2M |
| 2 | Brookstone Capital Management | $925.4K |
| 3 | Falcon Wealth Planning | $358.8K |
| 4 | DECISION INVESTMENTS, INC | $277.4K |
| 5 | LANARK FINANCIAL, INC. | $3.7K |
| 6 | Mountain Hill Investment Partners Corp. | $1.8K |
| 7 | Farther Finance Advisors, LLC | $1.3K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$358.8K | |
| 2 | +$321.4K | |
| 3 | +$194.3K | |
| 4 | +$28.8K | |
| 5 | +$354 | |
| 6 | +$277 | |
| 7 | +$179 | |
| 8 | -$9.5K |