Filing Research
Snapshot holdings
#
1Trinity Legacy Partners, LLC$10.0M
2HOWARD WEALTH MANAGEMENT, LLC$4.2M
3Turning Point Benefit Group, Inc.$2.4M
4Milestones Private Investment Advisors LLC$2.4M
5Prospera Financial Services Inc$1.8M
6Brookstone Capital Management$786.0K
7INDEPENDENT FINANCIAL GROUP, LLC$679.0K
8Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$649.6K
9Segment Wealth Management, LLC$457.6K
10Farther Finance Advisors, LLC$357.6K
11Meriwether Wealth & Planning, LLC$257.5K
12Net Worth Advisory Group$236.9K
13Key FInancial Inc$211.8K
14GILPIN WEALTH MANAGEMENT, LLC$52.8K
15INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$19.4K
16Community Financial Services Group, LLC$3.2K
Manager changes
#
1
Turning Point Benefit Group, Inc.
+$942.6K
2
Trinity Legacy Partners, LLC
+$595.3K
3
HOWARD WEALTH MANAGEMENT, LLC
+$472.9K
4
INDEPENDENT FINANCIAL GROUP, LLC
+$134.3K
5
Prospera Financial Services Inc
+$46.6K
6
Farther Finance Advisors, LLC
+$22.0K
7
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
+$19.4K
8
Segment Wealth Management, LLC
+$3.9K
9
Meriwether Wealth & Planning, LLC
+$2.2K
10
Key FInancial Inc
+$1.8K
11
Brookstone Capital Management
+$1.6K
12
Milestones Private Investment Advisors LLC
+$953
13
GILPIN WEALTH MANAGEMENT, LLC
+$452
14
Community Financial Services Group, LLC
+$19
15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
-$23.4K
16
Net Worth Advisory Group
-$109.4K
17
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
-$305.9K
Filing Research | INVESCO EXCH TRD SLF IDX FD Institutional Holdings