Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Brookwood Investment Group LLC | $1.9M |
| 2 | Noble Wealth Management PBC | $831.0K |
| 3 | Welch Financial Planning, LLC | $563.8K |
| 4 | Brookstone Capital Management | $559.4K |
| 5 | CoreCap Advisors, LLC | $525.3K |
| 6 | Global Trust Wealth Management LLC | $399.9K |
| 7 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $338.1K |
| 8 | CRA Financial Services, LLC | $211.1K |
| 9 | Cape Investment Advisory, Inc. | $166.8K |
| 10 | DHJJ Financial Advisors, Ltd. | $80.5K |
| 11 | IFP Advisors, Inc | $32.2K |
| 12 | Farther Finance Advisors, LLC | $8.0K |
| 13 | EverSource Wealth Advisors, LLC | $3.4K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$253.3K | |
| 2 | +$211.1K | |
| 3 | +$166.8K | |
| 4 | +$78.0K | |
| 5 | +$51.6K | |
| 6 | +$41.8K | |
| 7 | +$25.3K | |
| 8 | +$6.0K | |
| 9 | +$5.8K | |
| 10 | +$2.4K | |
| 11 | +$253 | |
| 12 | -$51.4K | |
| 13 | -$100.6K |