Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Global View Capital Management LLC | $5.7M |
| 2 | Ifrah Financial Services, Inc. | $3.8M |
| 3 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.1M |
| 4 | Encompass More Asset Management | $2.1M |
| 5 | IFP Advisors, Inc | $1.6M |
| 6 | THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | $1.3M |
| 7 | B. Riley Wealth Advisors, Inc. | $997.9K |
| 8 | Wealthcare Advisory Partners LLC | $730.4K |
| 9 | Wilkerson Advisory Group LLC | $607.7K |
| 10 | IRON Financial LLC | $283.0K |
| 11 | Farther Finance Advisors, LLC | $238.5K |
| 12 | Brookwood Investment Group LLC | $200.4K |
| 13 | SBI Securities Co., Ltd. | $108.9K |
| 14 | Versant Capital Management, Inc | $40.3K |
| 15 | Nvest Wealth Strategies, Inc. | $37.7K |
| 16 | Signature Resources Capital Management, LLC | $14.8K |
| 17 | Blue Trust, Inc. | $13.0K |
| 18 | Mosley Wealth Management | $10.7K |
| 19 | EverSource Wealth Advisors, LLC | $2.2K |
| 20 | DHJJ Financial Advisors, Ltd. | $913 |
| 21 | CoreCap Advisors, LLC | $29 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$1.3M | |
| 3 | +$32.7K | |
| 4 | +$14.8K | |
| 5 | $0 | |
| 6 | -$27 | |
| 7 | -$64 | |
| 8 | -$388 | |
| 9 | -$663 | |
| 10 | -$1.2K | |
| 11 | -$7.2K | |
| 12 | -$14.2K | |
| 13 | -$23.5K | |
| 14 | -$31.6K | |
| 15 | -$40.4K | |
| 16 | -$40.9K | |
| 17 | -$42.0K | |
| 18 | -$46.2K | |
| 19 | -$105.4K | |
| 20 | -$156.5K | |
| 21 | -$248.9K | |
| 22 | -$290.8K | |
| 23 | -$336.6K | |
| 24 | -$527.9K | |
| 25 | -$818.2K | |
| 26 | -$3.9M |