Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Mason & Associates Inc | $3.3M |
| 2 | Stone Wealth Partners | $2.2M |
| 3 | TrueWealth Advisors, LLC | $1.1M |
| 4 | Patriot Financial Group Insurance Agency, LLC | $817.8K |
| 5 | D.A. DAVIDSON & CO. | $803.2K |
| 6 | GC Wealth Management RIA, LLC | $729.1K |
| 7 | SPRENG CAPITAL MANAGEMENT, INC. | $450.8K |
| 8 | Nova Wealth Management, Inc. | $426.1K |
| 9 | Cornerstone Wealth Management, LLC | $392.9K |
| 10 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $290.4K |
| 11 | Kingsman Wealth Management, Inc. | $287.3K |
| 12 | IRON Financial LLC | $272.8K |
| 13 | LANARK FINANCIAL, INC. | $91.5K |
| 14 | Holos Integrated Wealth LLC | $68.5K |
| 15 | Golden State Wealth Management, LLC | $36.3K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$219.0K | |
| 2 | +$87.6K | |
| 3 | +$84.4K | |
| 4 | +$80.3K | |
| 5 | +$16.8K | |
| 6 | +$13.7K | |
| 7 | +$3.0K | |
| 8 | +$1.8K | |
| 9 | -$9.3K | |
| 10 | -$9.6K | |
| 11 | -$19.5K | |
| 12 | -$48.1K | |
| 13 | -$248.2K | |
| 14 | -$304.5K | |
| 15 | -$444.3K | |
| 16 | -$735.6K |