Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Composition Wealth, LLC | $87.8M |
| 2 | TRAPHAGEN INVESTMENT ADVISORS LLC | $78.6M |
| 3 | Annex Advisory Services, LLC | $3.0M |
| 4 | Wealth Management Partners, LLC | $2.8M |
| 5 | Triumph Capital Management | $2.3M |
| 6 | Purus Wealth Management, LLC | $2.0M |
| 7 | M.E. ALLISON & CO., INC. | $757.0K |
| 8 | Pine Valley Investments Ltd Liability Co | $227.6K |
| 9 | IFP Advisors, Inc | $47.1K |
| 10 | Vision Retirement, LLC | $36.4K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$43.7M | |
| 2 | +$27.3M | |
| 3 | +$1.9M | |
| 4 | +$1.1M | |
| 5 | +$956.2K | |
| 6 | +$414.2K | |
| 7 | +$227.6K | |
| 8 | +$36.4K | |
| 9 | -$4.0K | |
| 10 | -$8.2K | |
| 11 | -$32.2M |