Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | MANCHESTER FINANCIAL INC | $966.6K |
| 2 | WINNACLE WEALTH LLC | $875.5K |
| 3 | WINEBRENNER CAPITAL MANAGEMENT LLC | $472.7K |
| 4 | Legacy Wealth Management, LLC / MS | $390.4K |
| 5 | WORLD EQUITY GROUP, INC. | $179.1K |
| 6 | Independent Wealth Network Inc. | $152.9K |
| 7 | PFG Investments, LLC | $90.5K |
| 8 | Stonebridge Financial Group, LLC | $80.8K |
| 9 | IFP Advisors, Inc | $49.2K |
| 10 | Quaker Wealth Management, LLC | $5.4K |
| 11 | Farther Finance Advisors, LLC | $2.7K |
| 12 | CoreCap Advisors, LLC | $40 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$208.1K | |
| 2 | +$132.1K | |
| 3 | +$108.8K | |
| 4 | +$49.2K | |
| 5 | +$39.7K | |
| 6 | +$39.1K | |
| 7 | +$24.0K | |
| 8 | +$2.5K | |
| 9 | +$849 | |
| 10 | +$122 | |
| 11 | +$1 | |
| 12 | -$18 | |
| 13 | -$2.9K | |
| 14 | -$5.0K | |
| 15 | -$81.8K |