Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | AMERICAN ASSET MANAGEMENT INC. | $4.5M |
| 2 | Spire Wealth Management | $2.5M |
| 3 | Focus Financial Network, Inc. | $940.8K |
| 4 | Avidian Wealth Enterprises, LLC | $610.9K |
| 5 | First Heartland Consultants, Inc. | $365.4K |
| 6 | Castle Rock Wealth Management, LLC | $289.7K |
| 7 | Merit Financial Group, LLC | $283.1K |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $264.5K |
| 9 | PFG Advisors | $253.9K |
| 10 | Mosley Wealth Management | $127.0K |
| 11 | LANARK FINANCIAL, INC. | $69.5K |
| 12 | IFP Advisors, Inc | $29.6K |
| 13 | ST GERMAIN D J CO INC | $19.8K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$219.4K | |
| 2 | +$111.2K | |
| 3 | +$39.4K | |
| 4 | +$33.0K | |
| 5 | +$19.7K | |
| 6 | +$14.5K | |
| 7 | +$14.3K | |
| 8 | +$12.1K | |
| 9 | +$3.8K | |
| 10 | +$1.1K | |
| 11 | +$18 | |
| 12 | -$13.4K | |
| 13 | -$21.0K | |
| 14 | -$259.3K | |
| 15 | -$356.6K | |
| 16 | -$562.4K | |
| 17 | -$1.2M | |
| 18 | -$1.7M | |
| 19 | -$2.1M | |
| 20 | -$3.7M | |
| 21 | -$4.9M |