Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Pachira Investments Inc. | $6.9M |
| 2 | KFG WEALTH MANAGEMENT, LLC | $1.9M |
| 3 | Brookstone Capital Management | $1.6M |
| 4 | Strategic Blueprint, LLC | $1.2M |
| 5 | Cypress Wealth Services, LLC | $1.1M |
| 6 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.0M |
| 7 | CANANDAIGUA NATIONAL BANK & TRUST CO | $913.9K |
| 8 | Lineweaver Wealth Advisors, LLC | $898.6K |
| 9 | FC Advisory LLC | $722.5K |
| 10 | CENTRAL VALLEY ADVISORS, LLC | $684.5K |
| 11 | Chris Bulman Inc | $560.9K |
| 12 | Southland Equity Partners LLC | $547.6K |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $524.5K |
| 14 | First Heartland Consultants, Inc. | $323.7K |
| 15 | BridgePort Financial Solutions, LLC | $284.8K |
| 16 | TrustBank | $248.5K |
| 17 | IFP Advisors, Inc | $239.4K |
| 18 | Farther Finance Advisors, LLC | $237.4K |
| 19 | CoreCap Advisors, LLC | $157.7K |
| 20 | Spire Wealth Management | $66.8K |
| 21 | DHJJ Financial Advisors, Ltd. | $27.5K |
| 22 | Noble Wealth Management PBC | $2.8K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$288.1K | |
| 2 | +$76.8K | |
| 3 | +$53.8K | |
| 4 | +$53.5K | |
| 5 | +$27.6K | |
| 6 | +$22.6K | |
| 7 | +$17.1K | |
| 8 | +$15.0K | |
| 9 | +$10.5K | |
| 10 | +$7.8K | |
| 11 | +$7.6K | |
| 12 | +$7.0K | |
| 13 | +$6.9K | |
| 14 | +$3.3K | |
| 15 | +$2.1K | |
| 16 | -$8.7K | |
| 17 | -$11.2K | |
| 18 | -$13.3K | |
| 19 | -$14.6K | |
| 20 | -$28.0K | |
| 21 | -$31.4K | |
| 22 | -$64.9K | |
| 23 | -$128.2K |