Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | CAPITAL WEALTH MANAGEMENT, LLC | $25.2M |
| 2 | Lighthouse Wealth Management Inc. | $5.1M |
| 3 | Certified Advisory Corp | $4.2M |
| 4 | Sachetta, LLC | $3.6M |
| 5 | Apella Capital, LLC | $1.5M |
| 6 | Berkeley, Inc | $1.3M |
| 7 | IFP Advisors, Inc | $888.8K |
| 8 | Dynamic Advisor Solutions LLC | $670.1K |
| 9 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $456.4K |
| 10 | Brookstone Capital Management | $276.3K |
| 11 | Williams & Novak, LLC | $244.1K |
| 12 | First PREMIER Bank | $1.8K |
| 13 | CoreCap Advisors, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$2.6M | |
| 2 | +$1.3M | |
| 3 | +$510.0K | |
| 4 | +$386.5K | |
| 5 | +$276.3K | |
| 6 | +$114.5K | |
| 7 | +$102.3K | |
| 8 | +$100.6K | |
| 9 | +$34.1K | |
| 10 | +$14.8K | |
| 11 | +$257 | |
| 12 | $0 | |
| 13 | -$73.6K | |
| 14 | -$632.9K |