Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | PRIVATE CLIENT SERVICES, LLC | $1.8M |
| 2 | Cape Investment Advisory, Inc. | $1.6M |
| 3 | WORLD EQUITY GROUP, INC. | $637.2K |
| 4 | ARS Wealth Advisors Group, LLC | $455.6K |
| 5 | Composition Wealth, LLC | $387.1K |
| 6 | Welch Financial Planning, LLC | $365.9K |
| 7 | DHJJ Financial Advisors, Ltd. | $339.4K |
| 8 | Merit Financial Group, LLC | $293.6K |
| 9 | Bright Futures Wealth Management, LLC. | $208.7K |
| 10 | IFP Advisors, Inc | $62.4K |
| 11 | Physician Wealth Advisors, Inc. | $49.4K |
| 12 | GILPIN WEALTH MANAGEMENT, LLC | $10.7K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$387.1K | |
| 3 | +$265.5K | |
| 4 | +$106.0K | |
| 5 | +$26.8K | |
| 6 | +$22.5K | |
| 7 | +$14.5K | |
| 8 | +$3.3K | |
| 9 | +$3.2K | |
| 10 | +$2.4K | |
| 11 | +$1.4K | |
| 12 | -$491.9K |