Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Hudson Value Partners, LLC | $232.3K |
| 2 | Key Client Fiduciary Advisors, LLC | $229.4K |
| 3 | Provenance Wealth Advisors, LLC | $19.3K |
| 4 | SIGNATUREFD, LLC | $12.6K |
| 5 | IFP Advisors, Inc | $11.9K |
| 6 | Aventura Private Wealth, LLC | $10.7K |
| 7 | Crewe Advisors LLC | $9.8K |
| 8 | Activest Wealth Management | $2.7K |
| 9 | Dogwood Wealth Management LLC | $2.7K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $993 |
| 11 | Physician Wealth Advisors, Inc. | $595 |
| 12 | Bogart Wealth, LLC | $238 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$232.3K | |
| 2 | +$229.4K | |
| 3 | +$5.7K | |
| 4 | +$3.7K | |
| 5 | +$3.2K | |
| 6 | +$2.9K | |
| 7 | +$789 | |
| 8 | +$279 | |
| 9 | +$176 | |
| 10 | +$70 | |
| 11 | -$7.5K | |
| 12 | -$8.4K | |
| 13 | -$14.1K |