Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Cornerstone Wealth Management, LLC | $1.0M |
| 2 | KWB Wealth | $964.2K |
| 3 | Financial Planning Fort Collins, LLC | $258.3K |
| 4 | Quaker Wealth Management, LLC | $25.1K |
| 5 | DHJJ Financial Advisors, Ltd. | $15.7K |
| 6 | IFP Advisors, Inc | $6.9K |
| 7 | CoreCap Advisors, LLC | $5.6K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$190.1K | |
| 2 | +$187.2K | |
| 3 | +$15.8K | |
| 4 | +$4.0K | |
| 5 | +$1.1K | |
| 6 | +$887 | |
| 7 | +$113 |