Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | TrueMark Investments, LLC | $22.6M |
| 2 | B.O.S.S. Retirement Advisors, LLC | $2.1M |
| 3 | Wellment Financial | $1.6M |
| 4 | LifeWealth Investments, LLC | $731.1K |
| 5 | Quest 10 Wealth Builders, Inc. | $476.6K |
| 6 | Capital Investment Advisory Services, LLC | $356.3K |
| 7 | Networth Advisors, LLC | $110.0K |
| 8 | DHJJ Financial Advisors, Ltd. | $83.9K |
| 9 | Mosley Wealth Management | $70.3K |
| 10 | Decker Retirement Planning Inc. | $52.2K |
| 11 | CoreCap Advisors, LLC | $2.3K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$13.3M | |
| 2 | +$134.4K | |
| 3 | +$69.4K | |
| 4 | +$41.7K | |
| 5 | +$37.9K | |
| 6 | +$8.9K | |
| 7 | +$2.3K | |
| 8 | -$17.9K | |
| 9 | -$139.8K | |
| 10 | -$169.2K | |
| 11 | -$312.5K |