Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $846.8K |
| 2 | Sowell Financial Services LLC | $674.6K |
| 3 | Pine Valley Investments Ltd Liability Co | $653.6K |
| 4 | Live Oak Private Wealth LLC | $561.7K |
| 5 | Activest Wealth Management | $393.4K |
| 6 | Arkfeld Wealth Strategies, L.L.C. | $376.9K |
| 7 | Post Resch Tallon Group Inc. | $375.7K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $370.0K |
| 9 | Focus Financial Network, Inc. | $214.8K |
| 10 | B. Riley Wealth Advisors, Inc. | $163.0K |
| 11 | BARRETT & COMPANY, INC. | $18.1K |
| 12 | Olistico Wealth, LLC | $14.8K |
| 13 | Crews Bank & Trust | $14.5K |
| 14 | LifeSteps Financial, Inc. | $10.9K |
| 15 | ENTRUST FINANCIAL LLC | $10.2K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $7.3K |
| 17 | COUNTRY TRUST BANK | $2.9K |
| 18 | Farther Finance Advisors, LLC | $132 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$846.8K | |
| 2 | +$36.6K | |
| 3 | +$14.5K | |
| 4 | +$11.6K | |
| 5 | +$11.0K | |
| 6 | +$10.9K | |
| 7 | +$10.2K | |
| 8 | +$8.7K | |
| 9 | +$8.6K | |
| 10 | +$770 | |
| 11 | +$305 | |
| 12 | +$150 | |
| 13 | +$60 | |
| 14 | +$4 | |
| 15 | -$10.4K | |
| 16 | -$13.2K | |
| 17 | -$232.6K | |
| 18 | -$440.9K |