Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | PFG Investments, LLC | $1.6M |
| 2 | Formidable Asset Management, LLC | $1.1M |
| 3 | WINEBRENNER CAPITAL MANAGEMENT LLC | $908.0K |
| 4 | CoreCap Advisors, LLC | $767.0K |
| 5 | Triumph Capital Management | $692.0K |
| 6 | Amplius Wealth Advisors, LLC | $562.2K |
| 7 | Bison Wealth, LLC | $528.9K |
| 8 | SeaCrest Wealth Management, LLC | $288.3K |
| 9 | EAGLE ROCK INVESTMENT COMPANY, LLC | $285.2K |
| 10 | Patriot Financial Group Insurance Agency, LLC | $265.2K |
| 11 | Confluence Wealth Services, Inc. | $213.0K |
| 12 | FIRETHORN WEALTH PARTNERS, LLC | $200.0K |
| 13 | AdvisorNet Financial, Inc | $41.5K |
| 14 | LANARK FINANCIAL, INC. | $30.5K |
| 15 | IFP Advisors, Inc | $20.7K |
| 16 | Founders Capital Management | $14.3K |
| 17 | Reyes Financial Architecture, Inc. | $5.4K |
| 18 | HIGHLINE WEALTH PARTNERS LLC | $4.0K |
| 19 | KERR FINANCIAL PLANNING Corp | $3.4K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$692.0K | |
| 2 | +$390.2K | |
| 3 | +$328.7K | |
| 4 | +$239.5K | |
| 5 | +$213.0K | |
| 6 | +$200.0K | |
| 7 | +$198.6K | |
| 8 | +$69.5K | |
| 9 | +$58.8K | |
| 10 | +$32.2K | |
| 11 | +$20.7K | |
| 12 | +$16.8K | |
| 13 | +$4.7K | |
| 14 | +$4.3K | |
| 15 | +$1.6K | |
| 16 | +$606 | |
| 17 | +$450 | |
| 18 | +$308 | |
| 19 | -$205.3K | |
| 20 | -$275.5K |