Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | LANARK FINANCIAL, INC. | $670.0K |
| 2 | FLAGSHIP HARBOR ADVISORS, LLC | $581.8K |
| 3 | Dynamic Advisor Solutions LLC | $536.6K |
| 4 | IFP Advisors, Inc | $497.7K |
| 5 | Town & Country Bank & Trust CO dba First Bankers Trust CO | $497.3K |
| 6 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $228.1K |
| 7 | Bison Wealth, LLC | $220.7K |
| 8 | Innovative Wealth Building LLC | $195.6K |
| 9 | NWAM LLC | $160.1K |
| 10 | Ignite Planners, LLC | $120.5K |
| 11 | Entelevest, LLC | $114.4K |
| 12 | Farther Finance Advisors, LLC | $45.4K |
| 13 | CoreCap Advisors, LLC | $36.5K |
| 14 | Triumph Capital Management | $35.9K |
| 15 | Signature Resources Capital Management, LLC | $17.2K |
| 16 | EVOLUTION WEALTH MANAGEMENT INC. | $2.2K |
| 17 | Mosley Wealth Management | $881 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$120.5K | |
| 2 | +$78.8K | |
| 3 | +$36.5K | |
| 4 | +$17.2K | |
| 5 | +$1.1K | |
| 6 | -$27 | |
| 7 | -$377 | |
| 8 | -$562 | |
| 9 | -$16.9K | |
| 10 | -$19.0K | |
| 11 | -$26.7K | |
| 12 | -$41.9K | |
| 13 | -$120.3K | |
| 14 | -$224.5K | |
| 15 | -$330.8K | |
| 16 | -$376.6K | |
| 17 | -$400.2K | |
| 18 | -$425.4K | |
| 19 | -$843.2K | |
| 20 | -$3.9M |