Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | CoreCap Advisors, LLC | $3.8M |
| 2 | J.W. COLE ADVISORS, INC. | $2.2M |
| 3 | Noble Wealth Management PBC | $561.7K |
| 4 | Valeo Financial Advisors, LLC | $552.6K |
| 5 | PFG Investments, LLC | $343.7K |
| 6 | DECISION INVESTMENTS, INC | $258.2K |
| 7 | Fiduciary Alliance LLC | $256.4K |
| 8 | SeaCrest Wealth Management, LLC | $223.1K |
| 9 | EverSource Wealth Advisors, LLC | $32.4K |
| 10 | FINANCIAL CONSULATE, INC | $16.2K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$883.7K | |
| 3 | +$561.7K | |
| 4 | +$256.4K | |
| 5 | +$223.1K | |
| 6 | +$83.5K | |
| 7 | +$39.0K | |
| 8 | +$32.4K | |
| 9 | +$21.7K | |
| 10 | +$2.4K |