Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | LifeWealth Investments, LLC | $4.0M |
| 2 | B.O.S.S. Retirement Advisors, LLC | $2.9M |
| 3 | Quest 10 Wealth Builders, Inc. | $2.1M |
| 4 | Raleigh Capital Management Inc. | $938.7K |
| 5 | Networth Advisors, LLC | $100.4K |
| 6 | CoreCap Advisors, LLC | $12.3K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$156.7K | |
| 2 | +$136.5K | |
| 3 | +$74.7K | |
| 4 | +$12.3K | |
| 5 | +$8.4K | |
| 6 | -$3.0K | |
| 7 | -$28.8K | |
| 8 | -$233.3K |