Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Midwest Financial Partners Investments, Inc. | $2.6M |
| 2 | LVW Advisors, LLC | $293.0K |
| 3 | 4WEALTH ADVISORS, INC. | $240.2K |
| 4 | CoreCap Advisors, LLC | $55.8K |
| 5 | LANARK FINANCIAL, INC. | $11.2K |
| 6 | Quaker Wealth Management, LLC | $676 |
| 7 | CX Institutional | $80 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$674.5K | |
| 2 | +$41.9K | |
| 3 | +$26.4K | |
| 4 | +$22.0K | |
| 5 | +$11.2K | |
| 6 | +$676 | |
| 7 | +$80 |