Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | FSM Wealth Advisors, LLC | $1.9M |
| 2 | SteelPeak Wealth, LLC | $990.0K |
| 3 | Farther Finance Advisors, LLC | $539.2K |
| 4 | Raleigh Capital Management Inc. | $45.5K |
| 5 | Cape Investment Advisory, Inc. | $20.7K |
| 6 | Networth Advisors, LLC | $8.3K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$243.9K | |
| 2 | +$162.2K | |
| 3 | +$79.8K | |
| 4 | +$20.7K | |
| 5 | +$7.5K | |
| 6 | +$1.4K |