Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | GREATMARK INVESTMENT PARTNERS, INC. | $3.6M |
| 2 | Rareview Capital LLC | $3.1M |
| 3 | Breachway Investments LLC | $1.0M |
| 4 | Wealthcare Advisory Partners LLC | $903.7K |
| 5 | Shaker Financial Services, LLC | $774.7K |
| 6 | Independent Wealth Network Inc. | $770.1K |
| 7 | PMG Family Office LLC | $621.3K |
| 8 | LexAurum Advisors, LLC | $528.2K |
| 9 | Smith Asset Management Co., LLC | $383.2K |
| 10 | Prospera Financial Services Inc | $281.4K |
| 11 | EVERPAR ADVISORS LLC | $281.2K |
| 12 | Vermillion Wealth Management, Inc. | $74.6K |
| 13 | BARRETT & COMPANY, INC. | $74.1K |
| 14 | Spire Wealth Management | $61.8K |
| 15 | Key FInancial Inc | $54.8K |
| 16 | TOTH FINANCIAL ADVISORY CORP | $19.4K |
| 17 | Triumph Capital Management | $19.0K |
| 18 | IFP Advisors, Inc | $10.6K |
| 19 | HIGHLINE WEALTH PARTNERS LLC | $6.1K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$770.1K | |
| 2 | +$269.7K | |
| 3 | +$150.3K | |
| 4 | +$101.5K | |
| 5 | +$67.1K | |
| 6 | +$54.8K | |
| 7 | +$32.0K | |
| 8 | +$15.8K | |
| 9 | +$15.8K | |
| 10 | +$3.9K | |
| 11 | +$3.5K | |
| 12 | +$3.4K | |
| 13 | +$1.4K | |
| 14 | +$1.1K | |
| 15 | +$595 | |
| 16 | +$345 | |
| 17 | -$22.4K | |
| 18 | -$33.6K | |
| 19 | -$74.9K | |
| 20 | -$293.3K | |
| 21 | -$1.1M |