Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Marshall & Sterling Wealth Advisors Inc. | $2.9M |
| 2 | Wealthcare Advisory Partners LLC | $2.1M |
| 3 | KPP Advisory Services LLC | $1.4M |
| 4 | 4WEALTH ADVISORS, INC. | $1.1M |
| 5 | IFP Advisors, Inc | $1.0M |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $960.7K |
| 7 | CoreCap Advisors, LLC | $810.9K |
| 8 | WealthBridge Capital Management, LLC | $794.3K |
| 9 | Stewardship Advisors, LLC | $631.8K |
| 10 | LVW Advisors, LLC | $555.9K |
| 11 | Royal Fund Management, LLC | $300.7K |
| 12 | FELL CAPITAL MANAGEMENT /ADV | $248.2K |
| 13 | Kraft, Davis & Associates, LLC | $214.7K |
| 14 | Crews Bank & Trust | $193.0K |
| 15 | West Branch Capital LLC | $27.5K |
| 16 | Allied Private Wealth LLC | $9.6K |
| 17 | DHJJ Financial Advisors, Ltd. | $103 |
| 18 | CX Institutional | $48 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$300.7K | |
| 2 | +$280.5K | |
| 3 | +$169.8K | |
| 4 | +$96.4K | |
| 5 | +$15.1K | |
| 6 | +$48 | |
| 7 | $0 | |
| 8 | -$5 | |
| 9 | -$1.1K | |
| 10 | -$1.7K | |
| 11 | -$5.3K | |
| 12 | -$5.7K | |
| 13 | -$6.4K | |
| 14 | -$6.7K | |
| 15 | -$9.3K | |
| 16 | -$116.7K | |
| 17 | -$207.9K | |
| 18 | -$223.7K | |
| 19 | -$354.7K |