Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | KWMG, LLC | $2.7M |
| 2 | BigSur Wealth Management LLC | $497.3K |
| 3 | Ironwood Financial, llc | $487.3K |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $477.4K |
| 5 | Physician Wealth Advisors, Inc. | $130.8K |
| 6 | IFP Advisors, Inc | $124.0K |
| 7 | LANARK FINANCIAL, INC. | $15.3K |
| 8 | Farther Finance Advisors, LLC | $14.6K |
| 9 | Mosley Wealth Management | $13.8K |
| 10 | VISION FINANCIAL MARKETS LLC | $10.5K |
| 11 | Triumph Capital Management | $1.3K |
| 12 | CoreCap Advisors, LLC | $1.1K |
| 13 | THOMPSON INVESTMENT MANAGEMENT, INC. | $266 |
| 14 | Harbor Asset Planning, Inc. | $201 |
| 15 | Main Street Group, LTD | $200 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$497.3K | |
| 2 | +$424.2K | |
| 3 | +$55.8K | |
| 4 | +$36.2K | |
| 5 | +$30.6K | |
| 6 | +$16.9K | |
| 7 | +$15.3K | |
| 8 | +$13.8K | |
| 9 | +$1.7K | |
| 10 | +$1.4K | |
| 11 | +$1.3K | |
| 12 | +$146 | |
| 13 | +$34 | |
| 14 | +$26 | |
| 15 | +$26 | |
| 16 | -$100.7K | |
| 17 | -$250.0K |