Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | LAFFER TENGLER INVESTMENTS, INC. | $2.9M |
| 2 | FINANCIAL CONSULATE, INC | $1.0M |
| 3 | ZAZOVE ASSOCIATES LLC | $353.1K |
| 4 | Sculati Wealth Management, LLC | $197.7K |
| 5 | 180 WEALTH ADVISORS, LLC | $66.7K |
| 6 | LVZ, Inc. | $49.8K |
| 7 | Northside Capital Management, LLC | $27.7K |
| 8 | Allied Private Wealth LLC | $24.9K |
| 9 | Goldstein Advisors, LLC | $17.8K |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.9K |
| 11 | TRUE Private Wealth Advisors | $12.9K |
| 12 | LANARK FINANCIAL, INC. | $9.9K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$2.9M | |
| 2 | +$65.4K | |
| 3 | +$9.9K | |
| 4 | +$335 | |
| 5 | +$250 | |
| 6 | +$103 | |
| 7 | +$65 | |
| 8 | -$2 | |
| 9 | -$4 | |
| 10 | -$464 | |
| 11 | -$9.9K | |
| 12 | -$413.2K | |
| 13 | -$1.7M | |
| 14 | -$2.9M |