Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | First Heartland Consultants, Inc. | $1.5M |
| 2 | Falcon Wealth Planning | $905.1K |
| 3 | Ignite Planners, LLC | $683.9K |
| 4 | Comprehensive Financial Consultants Institutional, Inc. | $441.3K |
| 5 | Triumph Capital Management | $348.8K |
| 6 | Diligent Investors, LLC | $324.0K |
| 7 | Strategic Blueprint, LLC | $228.4K |
| 8 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $202.2K |
| 9 | DHJJ Financial Advisors, Ltd. | $27.9K |
| 10 | Capital Investment Advisory Services, LLC | $24.9K |
| 11 | CoreCap Advisors, LLC | $23.9K |
| 12 | Noble Wealth Management PBC | $16.4K |
| 13 | IFP Advisors, Inc | $12.7K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$576.4K | |
| 2 | +$72.9K | |
| 3 | +$70.6K | |
| 4 | +$55.1K | |
| 5 | +$35.7K | |
| 6 | +$26.1K | |
| 7 | +$18.4K | |
| 8 | +$2.3K | |
| 9 | +$2.0K | |
| 10 | +$1.9K | |
| 11 | +$1.3K | |
| 12 | +$1.0K | |
| 13 | -$87.4K | |
| 14 | -$260.7K |