Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | OPTIMA CAPITAL LLC | $7.9M |
| 2 | Patriot Financial Group Insurance Agency, LLC | $3.5M |
| 3 | CGN Advisors LLC | $2.7M |
| 4 | VIMA LLC | $2.0M |
| 5 | Stonebridge Financial Group, LLC / MO | $1.4M |
| 6 | Madrona Financial Services, LLC | $959.0K |
| 7 | Capital Investment Advisory Services, LLC | $847.2K |
| 8 | RFG Advisory, LLC | $813.1K |
| 9 | Discipline Wealth Solutions, LLC | $519.7K |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $214.7K |
| 11 | Accurate Wealth Management, LLC | $212.2K |
| 12 | Mosley Wealth Management | $115.7K |
| 13 | IFP Advisors, Inc | $52.3K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$813.1K | |
| 3 | +$309.2K | |
| 4 | +$214.7K | |
| 5 | +$212.2K | |
| 6 | +$138.5K | |
| 7 | +$128.1K | |
| 8 | +$115.7K | |
| 9 | +$97.4K | |
| 10 | +$84.0K | |
| 11 | +$5.3K | |
| 12 | -$1.1M |