Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Next Level Private LLC | $2.4M |
| 2 | Capital Investment Advisory Services, LLC | $1.8M |
| 3 | Farther Finance Advisors, LLC | $1.4M |
| 4 | Cambridge Advisors Inc. | $1.1M |
| 5 | Brookstone Capital Management | $810.7K |
| 6 | RFG Advisory, LLC | $548.0K |
| 7 | PRIVATE CLIENT SERVICES, LLC | $412.4K |
| 8 | Prospera Financial Services Inc | $387.8K |
| 9 | Bright Futures Wealth Management, LLC. | $275.0K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $273.7K |
| 11 | WESPAC Advisors SoCal, LLC | $249.4K |
| 12 | Fortis Group Advisors, LLC | $219.6K |
| 13 | SBI Securities Co., Ltd. | $62.1K |
| 14 | LANARK FINANCIAL, INC. | $45.3K |
| 15 | Triumph Capital Management | $26.2K |
| 16 | DHJJ Financial Advisors, Ltd. | $789 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$548.0K | |
| 2 | +$495.4K | |
| 3 | +$314.1K | |
| 4 | +$273.7K | |
| 5 | +$37.5K | |
| 6 | +$23.8K | |
| 7 | +$20.3K | |
| 8 | +$11.9K | |
| 9 | +$3.1K | |
| 10 | +$2.5K | |
| 11 | +$1.6K | |
| 12 | -$15 | |
| 13 | -$136 | |
| 14 | -$7.9K | |
| 15 | -$22.7K | |
| 16 | -$68.0K | |
| 17 | -$97.0K |