Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | ACCESS FINANCIAL SERVICES, INC. | $13.0M |
| 2 | FIDUCIARY FINANCIAL GROUP, LLC | $2.0M |
| 3 | Diligent Investors, LLC | $711.9K |
| 4 | PFG Advisors | $549.1K |
| 5 | IFP Advisors, Inc | $351.0K |
| 6 | DHJJ Financial Advisors, Ltd. | $326.4K |
| 7 | KFG WEALTH MANAGEMENT, LLC | $323.4K |
| 8 | PFS Partners, LLC | $320.5K |
| 9 | CYPRESS FINANCIAL PLANNING LLC | $274.5K |
| 10 | William Mack & Associates, Inc. | $219.7K |
| 11 | CoreCap Advisors, LLC | $162.0K |
| 12 | LANARK FINANCIAL, INC. | $106.6K |
| 13 | Noble Wealth Management PBC | $101.3K |
| 14 | AdvisorNet Financial, Inc | $66.7K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$13.0M | |
| 2 | +$711.9K | |
| 3 | +$200.6K | |
| 4 | +$135.4K | |
| 5 | +$129.4K | |
| 6 | +$122.5K | |
| 7 | +$73.3K | |
| 8 | +$66.7K | |
| 9 | +$50.7K | |
| 10 | +$36.1K | |
| 11 | +$18.0K | |
| 12 | +$12.4K | |
| 13 | +$9.1K | |
| 14 | +$5.7K | |
| 15 | -$33.2K | |
| 16 | -$1.5M |