Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | CWA Asset Management Group, LLC | $3.4M |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | $2.8M |
| 3 | Composition Wealth, LLC | $232.4K |
| 4 | Olympiad Research LP | $212.7K |
| 5 | DRIVE WEALTH MANAGEMENT, LLC | $212.3K |
| 6 | Merit Financial Group, LLC | $106.6K |
| 7 | Sowell Financial Services LLC | $98.3K |
| 8 | Warren Street Wealth Advisors, LLC | $95.2K |
| 9 | J.W. COLE ADVISORS, INC. | $80.7K |
| 10 | Westhampton Capital, LLC | $73.0K |
| 11 | Blue Trust, Inc. | $71.0K |
| 12 | SBI Securities Co., Ltd. | $35.1K |
| 13 | EverSource Wealth Advisors, LLC | $9.8K |
| 14 | Cape Investment Advisory, Inc. | $8.0K |
| 15 | LANARK FINANCIAL, INC. | $7.3K |
| 16 | Farther Finance Advisors, LLC | $3.8K |
| 17 | Vision Retirement, LLC | $1.3K |
| 18 | Cedar Mountain Advisors, LLC | $631 |
| 19 | Physician Wealth Advisors, Inc. | $625 |
| 20 | Triumph Capital Management | $113 |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$3.4M | |
| 2 | +$232.4K | |
| 3 | +$212.7K | |
| 4 | +$98.3K | |
| 5 | +$23.0K | |
| 6 | +$9.8K | |
| 7 | +$8.0K | |
| 8 | +$3.8K | |
| 9 | +$631 | |
| 10 | +$113 | |
| 11 | -$90 | |
| 12 | -$192 | |
| 13 | -$737 | |
| 14 | -$9.0K | |
| 15 | -$10.6K | |
| 16 | -$14.2K | |
| 17 | -$17.6K | |
| 18 | -$17.9K | |
| 19 | -$24.8K | |
| 20 | -$76.0K | |
| 21 | -$113.0K | |
| 22 | -$571.4K | |
| 23 | -$781.4K | |
| 24 | -$32.2M |