Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Apella Capital, LLC | $1.5M |
| 2 | Mason & Associates Inc | $762.6K |
| 3 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $346.3K |
| 4 | FIFTH THIRD SECURITIES, INC. | $280.8K |
| 5 | Key FInancial Inc | $86.9K |
| 6 | Farther Finance Advisors, LLC | $50.2K |
| 7 | Cape Investment Advisory, Inc. | $40.5K |
| 8 | PFS Partners, LLC | $35.5K |
| 9 | Triumph Capital Management | $30.4K |
| 10 | High Note Wealth, LLC | $23.6K |
| 11 | Spire Wealth Management | $11.4K |
| 12 | IFP Advisors, Inc | $7.8K |
| 13 | Colorado Capital Management, Inc. | $4.7K |
| 14 | Aurora Private Wealth, Inc. | $873 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$71.5K | |
| 2 | +$40.5K | |
| 3 | +$35.5K | |
| 4 | +$16.1K | |
| 5 | +$8.2K | |
| 6 | +$7.6K | |
| 7 | +$2.9K | |
| 8 | +$752 | |
| 9 | +$204 | |
| 10 | +$173 | |
| 11 | +$145 | |
| 12 | -$32 | |
| 13 | -$9.4K | |
| 14 | -$14.3K |