Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Gallacher Capital Management LLC | $961.1K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $393.1K |
| 3 | Bogart Wealth, LLC | $76.2K |
| 4 | AdvisorNet Financial, Inc | $73.9K |
| 5 | Main Street Group, LTD | $58.3K |
| 6 | Quaker Wealth Management, LLC | $50.3K |
| 7 | Nova Wealth Management, Inc. | $29.3K |
| 8 | Kozak & Associates, Inc. | $19.7K |
| 9 | Wilkerson Advisory Group LLC | $8.9K |
| 10 | Indiana Trust & Investment Management Co | $8.4K |
| 11 | Blue Trust, Inc. | $6.3K |
| 12 | Cape Investment Advisory, Inc. | $5.3K |
| 13 | Farther Finance Advisors, LLC | $5.3K |
| 14 | FINANCIAL CONSULATE, INC | $4.4K |
| 15 | Financial Life Planners | $4.4K |
| 16 | LANARK FINANCIAL, INC. | $2.4K |
| 17 | Richardson Capital Management LLC | $2.1K |
| 18 | IFP Advisors, Inc | $964 |
| 19 | Creative Capital Management Investments LLC | $543 |
| 20 | CX Institutional | $4 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$393.1K | |
| 2 | +$5.4K | |
| 3 | +$5.3K | |
| 4 | +$964 | |
| 5 | -$2 | |
| 6 | -$158 | |
| 7 | -$609 | |
| 8 | -$702 | |
| 9 | -$1.3K | |
| 10 | -$1.3K | |
| 11 | -$1.4K | |
| 12 | -$1.8K | |
| 13 | -$2.0K | |
| 14 | -$2.4K | |
| 15 | -$2.6K | |
| 16 | -$3.9K | |
| 17 | -$5.5K | |
| 18 | -$8.5K | |
| 19 | -$14.6K | |
| 20 | -$20.0K | |
| 21 | -$22.2K | |
| 22 | -$33.2K | |
| 23 | -$281.2K |