Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Ted Buchan & Co | $8.5M |
| 2 | Alliance Wealth Advisors, LLC /UT | $7.1M |
| 3 | Longview Financial Advisors, Inc. | $3.5M |
| 4 | SteelPeak Wealth, LLC | $924.1K |
| 5 | Fermata Advisors, LLC | $848.6K |
| 6 | FMA Wealth Management, LLC | $626.5K |
| 7 | Farther Finance Advisors, LLC | $506.2K |
| 8 | PFG Investments, LLC | $281.0K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $253.8K |
| 10 | Cape Investment Advisory, Inc. | $2.8K |
| 11 | Creative Capital Management Investments LLC | $110 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$7.1M | |
| 2 | +$924.1K | |
| 3 | +$506.2K | |
| 4 | +$253.8K | |
| 5 | +$21.2K | |
| 6 | +$2.8K | |
| 7 | -$3 | |
| 8 | -$20.8K | |
| 9 | -$25.5K | |
| 10 | -$162.6K | |
| 11 | -$272.5K | |
| 12 | -$275.5K | |
| 13 | -$858.7K |