Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Global View Capital Management LLC | $3.9M |
| 2 | Synergy Asset Management, LLC | $3.0M |
| 3 | WILLNER & HELLER, LLC | $824.3K |
| 4 | Purus Wealth Management, LLC | $605.4K |
| 5 | Investors Research Corp | $534.2K |
| 6 | Commonwealth Financial Services, LLC | $450.1K |
| 7 | American Institute for Advanced Investment Management, LLP | $393.7K |
| 8 | Kaydan Wealth Management, Inc. | $323.1K |
| 9 | Trilogy Capital Inc. | $310.6K |
| 10 | HCR Wealth Advisors | $235.1K |
| 11 | FLAGSHIP HARBOR ADVISORS, LLC | $234.1K |
| 12 | RMR Wealth Builders | $211.6K |
| 13 | Focus Financial Network, Inc. | $211.1K |
| 14 | Fiduciary Alliance LLC | $204.9K |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $200.8K |
| 16 | TRUST CO OF TOLEDO NA /OH/ | $70.9K |
| 17 | Key FInancial Inc | $50.0K |
| 18 | Capital Investment Advisory Services, LLC | $44.8K |
| 19 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $73 |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$3.9M | |
| 2 | +$3.0M | |
| 3 | +$235.1K | |
| 4 | +$234.1K | |
| 5 | +$211.6K | |
| 6 | +$211.1K | |
| 7 | +$204.9K | |
| 8 | +$200.8K | |
| 9 | +$177.4K | |
| 10 | +$109.1K | |
| 11 | +$97.4K | |
| 12 | +$83.2K | |
| 13 | +$69.9K | |
| 14 | +$67.8K | |
| 15 | +$15.3K | |
| 16 | +$10.8K | |
| 17 | +$6.3K | |
| 18 | +$9 | |
| 19 | -$4.1K | |
| 20 | -$52.4K | |
| 21 | -$171.3K |