Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Life Planning Partners, Inc | $1.9M |
| 2 | Financial Planning Fort Collins, LLC | $1.9M |
| 3 | Avidian Wealth Enterprises, LLC | $748.1K |
| 4 | Embree Financial Group | $665.5K |
| 5 | EverSource Wealth Advisors, LLC | $487.5K |
| 6 | Global Wealth Management, LLC | $299.1K |
| 7 | CAMELOT TECHNOLOGY ADVISORS, INC. | $284.8K |
| 8 | J.W. COLE ADVISORS, INC. | $228.3K |
| 9 | Moisand Fitzgerald Tamayo, LLC | $43.7K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$487.5K | |
| 2 | +$228.3K | |
| 3 | +$43.7K | |
| 4 | +$33.3K | |
| 5 | +$13.5K | |
| 6 | +$7.0K | |
| 7 | +$6.7K | |
| 8 | -$27.8K | |
| 9 | -$246.6K | |
| 10 | -$279.7K |