Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Trilogy Capital Inc. | $4.2M |
| 2 | IFP Advisors, Inc | $400.8K |
| 3 | CWA Asset Management Group, LLC | $334.7K |
| 4 | Orange Investment Advisors, Inc. | $286.9K |
| 5 | RVW Wealth, LLC | $277.2K |
| 6 | Spire Wealth Management | $210.4K |
| 7 | Capital Investment Advisory Services, LLC | $9.2K |
| 8 | EverSource Wealth Advisors, LLC | $4.0K |
| 9 | High Note Wealth, LLC | $3.8K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$53.9K | |
| 3 | +$44.1K | |
| 4 | +$37.8K | |
| 5 | +$36.6K | |
| 6 | +$27.7K | |
| 7 | +$1.2K | |
| 8 | +$524 | |
| 9 | +$505 |