Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Sherry Group, Inc. | $1.2M |
| 2 | Merit Financial Group, LLC | $407.2K |
| 3 | ALTERNA WEALTH MANAGEMENT, INC | $307.0K |
| 4 | CWC Advisors, LLC. | $270.3K |
| 5 | Diligent Investors, LLC | $243.9K |
| 6 | DHJJ Financial Advisors, Ltd. | $178.7K |
| 7 | LANARK FINANCIAL, INC. | $75.6K |
| 8 | IFP Advisors, Inc | $51.1K |
| 9 | CoreCap Advisors, LLC | $14.9K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$26.5K | |
| 2 | +$25.1K | |
| 3 | +$24.3K | |
| 4 | +$21.0K | |
| 5 | +$18.5K | |
| 6 | +$14.1K | |
| 7 | +$13.4K | |
| 8 | +$6.5K | |
| 9 | +$1.3K | |
| 10 | -$97.4K | |
| 11 | -$278.1K | |
| 12 | -$35.9M |