Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | ARWA LLC | $2.2M |
| 2 | Midwest Financial Network, LLC | $975.6K |
| 3 | RCS Financial Planning, LLC | $738.1K |
| 4 | J.W. COLE ADVISORS, INC. | $667.8K |
| 5 | CAMELOT TECHNOLOGY ADVISORS, INC. | $612.7K |
| 6 | IFP Advisors, Inc | $566.7K |
| 7 | FORONJY FINANCIAL LLC | $554.3K |
| 8 | Marshall Financial Group, LLC | $342.8K |
| 9 | Virtus Wealth Solutions LLC | $291.2K |
| 10 | PFG Investments, LLC | $224.6K |
| 11 | McGlone Suttner Wealth Management, Inc. | $213.9K |
| 12 | Noble Wealth Management PBC | $131.5K |
| 13 | EASTERN BANK | $53.8K |
| 14 | Spire Wealth Management | $18.0K |
| 15 | PARK AVENUE SECURITIES LLC | $460 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$667.8K | |
| 2 | +$480.2K | |
| 3 | +$270.0K | |
| 4 | +$164.6K | |
| 5 | +$5.3K | |
| 6 | +$1.6K | |
| 7 | +$260 | |
| 8 | +$91 | |
| 9 | +$68 | |
| 10 | +$23 | |
| 11 | -$7.0K | |
| 12 | -$17.9K | |
| 13 | -$44.2K | |
| 14 | -$48.7K | |
| 15 | -$219.4K | |
| 16 | -$246.5K |