Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | RVW Wealth, LLC | $302.5K |
| 2 | IFP Advisors, Inc | $127.3K |
| 3 | Farther Finance Advisors, LLC | $29.9K |
| 4 | Activest Wealth Management | $25.3K |
| 5 | Key FInancial Inc | $11.1K |
| 6 | Princeton Global Asset Management LLC | $8.3K |
| 7 | Harbor Asset Planning, Inc. | $6.7K |
| 8 | SOA Wealth Advisors, LLC. | $6.6K |
| 9 | CoreCap Advisors, LLC | $1.5K |
| 10 | CX Institutional | $11 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$27.4K | |
| 2 | +$24.0K | |
| 3 | +$3.4K | |
| 4 | +$3.2K | |
| 5 | +$1.5K | |
| 6 | +$1.1K | |
| 7 | +$891 | |
| 8 | +$883 | |
| 9 | +$203 | |
| 10 | +$11 |