Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Capital Investment Advisory Services, LLC | $1.6M |
| 2 | Mosley Wealth Management | $1.1M |
| 3 | PARTNERS WEALTH MANAGEMENT, LLC | $803.4K |
| 4 | SteelPeak Wealth, LLC | $292.2K |
| 5 | Symphony Financial Services, Inc. | $283.6K |
| 6 | Wealthcare Advisory Partners LLC | $278.9K |
| 7 | Fearless Solutions, LLC dba Best Invest | $273.2K |
| 8 | J.W. COLE ADVISORS, INC. | $204.5K |
| 9 | IFP Advisors, Inc | $61.3K |
| 10 | AdvisorNet Financial, Inc | $17.8K |
| 11 | HORIZON FINANCIAL SERVICES, LLC | $15.4K |
| 12 | BFSG, LLC | $1.3K |
| 13 | CoreCap Advisors, LLC | $1.1K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$204.5K | |
| 3 | +$47.6K | |
| 4 | +$24.3K | |
| 5 | +$8.8K | |
| 6 | +$1.9K | |
| 7 | +$1.3K | |
| 8 | +$538 | |
| 9 | +$465 | |
| 10 | +$32 | |
| 11 | -$12 | |
| 12 | -$6.8K | |
| 13 | -$15.5K | |
| 14 | -$21.7K | |
| 15 | -$29.8K | |
| 16 | -$173.8K |