Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Prospera Financial Services Inc | $2.5M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $2.3M |
| 3 | Apollon Wealth Management, LLC | $1.4M |
| 4 | COTTONWOOD CAPITAL ADVISORS, LLC | $1.4M |
| 5 | Wealth Management Partners, LLC | $1.3M |
| 6 | Waldron Private Wealth LLC | $502.0K |
| 7 | Great Diamond Partners, LLC | $461.7K |
| 8 | Avior Wealth Management, LLC | $398.6K |
| 9 | Global Wealth Management, LLC | $382.8K |
| 10 | Kesler, Norman & Wride, LLC | $368.3K |
| 11 | Strategic Investment Solutions, Inc. /IL | $334.9K |
| 12 | LPWM LLC | $212.6K |
| 13 | TOTH FINANCIAL ADVISORY CORP | $110.3K |
| 14 | LANARK FINANCIAL, INC. | $9.5K |
| 15 | Cedar Mountain Advisors, LLC | $4.5K |
| 16 | Cape Investment Advisory, Inc. | $2.8K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$461.7K | |
| 3 | +$398.6K | |
| 4 | +$368.3K | |
| 5 | +$8.6K | |
| 6 | +$2.8K | |
| 7 | -$325 | |
| 8 | -$8.4K | |
| 9 | -$16.2K | |
| 10 | -$28.2K | |
| 11 | -$38.3K | |
| 12 | -$96.2K | |
| 13 | -$105.5K | |
| 14 | -$243.8K | |
| 15 | -$502.3K | |
| 16 | -$886.2K | |
| 17 | -$1.0M | |
| 18 | -$1.2M | |
| 19 | -$2.0M | |
| 20 | -$5.7M | |
| 21 | -$7.9M | |
| 22 | -$11.9M | |
| 23 | -$19.9M |