Filing Research
Snapshot holdings
#
1Family Investment Center, Inc.$48.6M
2Farther Finance Advisors, LLC$7.2M
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.2M
4HARBOR INVESTMENT ADVISORY, LLC$5.9M
5J.W. COLE ADVISORS, INC.$4.5M
6Focus Financial Network, Inc.$2.3M
7ONE PLUS ONE WEALTH MANAGEMENT, LLC$1.0M
8Encompass More Asset Management$517.6K
9Onyx Bridge Wealth Group LLC$254.0K
10Worth Asset Management, LLC$233.7K
11Wealth Enhancement Trust Services, Inc.$57.4K
12CoreCap Advisors, LLC$19.1K
13HIGHLINE WEALTH PARTNERS LLC$13.2K
14Triumph Capital Management$7.2K
15Capital Advisors, Ltd. LLC$728
16Spire Wealth Management$524
Manager changes
#
1
Family Investment Center, Inc.
+$5.2M
2
J.W. COLE ADVISORS, INC.
+$4.5M
3
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$4.0M
4
Farther Finance Advisors, LLC
+$3.9M
5
Focus Financial Network, Inc.
+$1.4M
6
ONE PLUS ONE WEALTH MANAGEMENT, LLC
+$1.0M
7
HARBOR INVESTMENT ADVISORY, LLC
+$424.1K
8
Worth Asset Management, LLC
+$233.7K
9
Encompass More Asset Management
+$74.7K
10
HIGHLINE WEALTH PARTNERS LLC
+$13.2K
11
Spire Wealth Management
-$1
12
Capital Advisors, Ltd. LLC
-$5
13
Onyx Bridge Wealth Group LLC
-$141
14
Triumph Capital Management
-$1.7K
15
Wealth Enhancement Trust Services, Inc.
-$21.6K
16
CoreCap Advisors, LLC
-$49.2K
Filing Research | TIDAL TRUST I Institutional Holdings