Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.7M |
| 2 | Rathbones Group PLC | $827.1K |
| 3 | Tactive Advisors, LLC | $763.8K |
| 4 | J.W. COLE ADVISORS, INC. | $370.7K |
| 5 | Allied Private Wealth LLC | $38.8K |
| 6 | Golden State Wealth Management, LLC | $11.6K |
| 7 | Crewe Advisors LLC | $6.7K |
| 8 | Hilltop National Bank | $6.3K |
| 9 | FINANCIAL CONSULATE, INC | $5.8K |
| 10 | IFP Advisors, Inc | $2.1K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$27.9K | |
| 2 | +$2.1K | |
| 3 | -$597 | |
| 4 | -$1.5K | |
| 5 | -$1.5K | |
| 6 | -$1.5K | |
| 7 | -$1.7K | |
| 8 | -$3.0K | |
| 9 | -$149.9K | |
| 10 | -$243.7K | |
| 11 | -$825.5K | |
| 12 | -$1.3M |