Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Heck Capital Advisors, LLC | $22.5M |
| 2 | SteelPeak Wealth, LLC | $1.6M |
| 3 | LAUREL OAK WEALTH MANAGEMENT, LLC | $732.1K |
| 4 | FIFTH THIRD SECURITIES, INC. | $473.9K |
| 5 | Noble Wealth Partners LLC | $285.7K |
| 6 | IFP Advisors, Inc | $106.1K |
| 7 | SALEM INVESTMENT COUNSELORS INC | $38.7K |
| 8 | Ameliora Wealth Management Ltd. | $18.9K |
| 9 | Bravera Wealth | $14.2K |
| 10 | CoreCap Advisors, LLC | $13.2K |
| 11 | Spire Wealth Management | $8.4K |
| 12 | Quaker Wealth Management, LLC | $111 |
| 13 | GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | $50 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$22.5M | |
| 2 | +$27.6K | |
| 3 | +$7.5K | |
| 4 | +$3.0K | |
| 5 | +$50 | |
| 6 | -$8 | |
| 7 | -$641 | |
| 8 | -$1.1K | |
| 9 | -$1.4K | |
| 10 | -$2.6K | |
| 11 | -$8.0K | |
| 12 | -$76.7K |