Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | WealthBridge Capital Management, LLC | $1.8M |
| 2 | JOHNSON INVESTMENT COUNSEL INC | $1.4M |
| 3 | Fulcrum Equity Management | $361.0K |
| 4 | D.A. DAVIDSON & CO. | $281.3K |
| 5 | Spire Wealth Management | $20.0K |
| 6 | Farther Finance Advisors, LLC | $17.9K |
| 7 | IFP Advisors, Inc | $5.4K |
| 8 | Aurora Private Wealth, Inc. | $271 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$416.4K | |
| 3 | +$70.0K | |
| 4 | +$47.1K | |
| 5 | +$20.0K | |
| 6 | +$17.9K | |
| 7 | +$5.4K | |
| 8 | +$271 | |
| 9 | -$9.9K | |
| 10 | -$2.6M |