Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | Saxony Capital Management, LLC | $1.5M |
| 2 | Merit Financial Group, LLC | $1.1M |
| 3 | Focus Financial Network, Inc. | $788.4K |
| 4 | Strategic Blueprint, LLC | $661.8K |
| 5 | J.W. COLE ADVISORS, INC. | $415.1K |
| 6 | FIFTH THIRD SECURITIES, INC. | $351.9K |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $328.5K |
| 8 | CoreCap Advisors, LLC | $326.0K |
| 9 | GREENLEAF TRUST | $260.8K |
| 10 | Well Done, LLC | $260.8K |
| 11 | Purus Wealth Management, LLC | $259.2K |
| 12 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $252.5K |
| 13 | Prospera Financial Services Inc | $240.8K |
| 14 | IFP Advisors, Inc | $151.4K |
| 15 | JNBA Financial Advisors | $148.4K |
| 16 | Golden State Wealth Management, LLC | $113.9K |
| 17 | Bogart Wealth, LLC | $25.2K |
| 18 | GHP Investment Advisors, Inc. | $16.5K |
| 19 | Main Street Group, LTD | $11.4K |
| 20 | Farther Finance Advisors, LLC | $10.0K |
| 21 | SIGNATUREFD, LLC | $5.7K |
| 22 | Robinswood Financial LLC | $4.4K |
| 23 | Nova Wealth Management, Inc. | $2.3K |
| 24 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $1.0K |
Manager changes2026-06-30 vs 2026-03-3124 / 24 loaded
| # | ||
|---|---|---|
| 1 | +$788.4K | |
| 2 | +$291.2K | |
| 3 | +$39.6K | |
| 4 | +$33.9K | |
| 5 | +$30.0K | |
| 6 | +$25.6K | |
| 7 | +$23.6K | |
| 8 | +$23.6K | |
| 9 | +$23.6K | |
| 10 | +$21.8K | |
| 11 | +$16.5K | |
| 12 | +$13.7K | |
| 13 | +$13.5K | |
| 14 | +$10.3K | |
| 15 | +$5.7K | |
| 16 | +$4.3K | |
| 17 | +$2.4K | |
| 18 | +$1.0K | |
| 19 | +$401 | |
| 20 | +$207 | |
| 21 | +$31 | |
| 22 | -$4.4K | |
| 23 | -$378.6K | |
| 24 | -$2.3M |