Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $875.4K |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $147.8K |
| 3 | Freestate Advisors LLC | $38.0K |
| 4 | CoreCap Advisors, LLC | $0 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$875.4K | |
| 2 | $0 | |
| 3 | -$4.2K | |
| 4 | -$22.2K |