Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | HAMILTON CAPITAL PARTNERS, LLC | $10.0M |
| 2 | Cornerstone Wealth Management, LLC | $1.4M |
| 3 | Wealthcare Advisory Partners LLC | $550.6K |
| 4 | Strategic Blueprint, LLC | $268.5K |
| 5 | SimpliFi, Inc. | $160.7K |
| 6 | Intrua Financial, LLC | $117.8K |
| 7 | HIGHLINE WEALTH PARTNERS LLC | $2.9K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$10.0M | |
| 2 | +$268.5K | |
| 3 | +$55.6K | |
| 4 | +$4.2K | |
| 5 | -$3 | |
| 6 | -$97 | |
| 7 | -$15.1K | |
| 8 | -$271.6K |