Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Foguth Wealth Management, LLC. | $4.3M |
| 2 | FIFTH THIRD SECURITIES, INC. | $4.2M |
| 3 | Prospera Financial Services Inc | $1.4M |
| 4 | SBI Securities Co., Ltd. | $1.0M |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $897.6K |
| 6 | Fiduciary Alliance LLC | $847.3K |
| 7 | Triumph Capital Management | $685.1K |
| 8 | Fortis Group Advisors, LLC | $629.6K |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $495.8K |
| 10 | OPTIMA CAPITAL LLC | $400.3K |
| 11 | APS Management Group, Inc. | $341.3K |
| 12 | Eagle Strategies LLC | $236.0K |
| 13 | Crews Bank & Trust | $149.5K |
| 14 | Cape Investment Advisory, Inc. | $62.4K |
| 15 | Farther Finance Advisors, LLC | $55.4K |
| 16 | KERR FINANCIAL PLANNING Corp | $27.0K |
| 17 | IFP Advisors, Inc | $13.2K |
| 18 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.6K |
| 19 | Capital Investment Advisory Services, LLC | $4.9K |
| 20 | Moisand Fitzgerald Tamayo, LLC | $4.9K |
| 21 | CoreCap Advisors, LLC | $4.0K |
| 22 | Strategic Investment Solutions, Inc. /IL | $3.7K |
| 23 | LANARK FINANCIAL, INC. | $1.8K |
| 24 | LifeSteps Financial, Inc. | $1.3K |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$944.1K | |
| 2 | +$150.1K | |
| 3 | +$140.5K | |
| 4 | +$67.0K | |
| 5 | +$62.4K | |
| 6 | +$4.9K | |
| 7 | +$3.3K | |
| 8 | +$1.5K | |
| 9 | +$1.3K | |
| 10 | -$61 | |
| 11 | -$115 | |
| 12 | -$123 | |
| 13 | -$135 | |
| 14 | -$164 | |
| 15 | -$269 | |
| 16 | -$1.1K | |
| 17 | -$5.0K | |
| 18 | -$10.0K | |
| 19 | -$10.7K | |
| 20 | -$16.0K | |
| 21 | -$25.6K | |
| 22 | -$42.2K | |
| 23 | -$156.6K | |
| 24 | -$195.0K | |
| 25 | -$228.7K | |
| 26 | -$408.0K | |
| 27 | -$1.7M | |
| 28 | -$27.4M |