Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | BostonPremier Wealth LLC | $2.2M |
| 2 | Kesler, Norman & Wride, LLC | $537.1K |
| 3 | Sound Income Strategies, LLC | $441.4K |
| 4 | EQUITABLE TRUST CO | $351.4K |
| 5 | HARMONY ASSET MANAGEMENT LLC | $313.0K |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $251.6K |
| 7 | Kraft, Davis & Associates, LLC | $214.5K |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $204.9K |
| 9 | Nova Wealth Management, Inc. | $150.2K |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $62.6K |
| 11 | CoreCap Advisors, LLC | $16.6K |
| 12 | Bogart Wealth, LLC | $2.7K |
| 13 | Capital Investment Advisory Services, LLC | $1.2K |
| 14 | Realta Investment Advisors | $38 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$23.7K | |
| 2 | +$4.8K | |
| 3 | +$1.6K | |
| 4 | +$278 | |
| 5 | +$62 | |
| 6 | +$13 | |
| 7 | $0 | |
| 8 | $0 | |
| 9 | -$1 | |
| 10 | -$1 | |
| 11 | -$34 | |
| 12 | -$2.0K | |
| 13 | -$9.9K | |
| 14 | -$20.2K |