Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | Capricorn Fund Managers Ltd | $480.1K |
| 2 | KIECKHEFER GROUP LLC | $220.2K |
| 3 | Pacific Capital Wealth Advisors, Inc. | $147.6K |
| 4 | Hardin Capital Partners, LLC | $111.2K |
| 5 | Allegheny Financial Group | $74.6K |
| 6 | PFG Investments, LLC | $55.1K |
| 7 | Whitcomb & Hess, Inc. | $49.1K |
| 8 | EverSource Wealth Advisors, LLC | $32.3K |
| 9 | Dynamic Wealth Strategies, LLC | $17.2K |
| 10 | Bogart Wealth, LLC | $13.1K |
| 11 | Physician Wealth Advisors, Inc. | $3.3K |
| 12 | IFP Advisors, Inc | $2.9K |
| 13 | Kentucky Trust Co | $2.0K |
| 14 | Farther Finance Advisors, LLC | $1.8K |
| 15 | Pillar Financial Advisors, LLC | $1.4K |
| 16 | SALEM INVESTMENT COUNSELORS INC | $1.3K |
| 17 | WEST PACES ADVISORS INC. | $1.3K |
| 18 | JFS WEALTH ADVISORS, LLC | $1.1K |
| 19 | Kings Path Partners LLC | $962 |
| 20 | BFSG, LLC | $918 |
| 21 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $195 |
| 22 | Key FInancial Inc | $154 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$480.1K | |
| 2 | +$49.1K | |
| 3 | +$37.2K | |
| 4 | +$34.3K | |
| 5 | +$24.9K | |
| 6 | +$23.0K | |
| 7 | +$18.4K | |
| 8 | +$5.8K | |
| 9 | +$2.9K | |
| 10 | +$2.2K | |
| 11 | +$1.3K | |
| 12 | +$554 | |
| 13 | +$496 | |
| 14 | +$331 | |
| 15 | +$238 | |
| 16 | +$222 | |
| 17 | +$182 | |
| 18 | +$155 | |
| 19 | +$33 | |
| 20 | +$26 | |
| 21 | -$262 | |
| 22 | -$4.8K | |
| 23 | -$83.5K |