Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Spectrum Financial Alliance Ltd LLC | $7.6M |
| 2 | R2 Capital Strategies, LLC | $2.9M |
| 3 | Encompass More Asset Management | $2.8M |
| 4 | Discipline Wealth Solutions, LLC | $905.8K |
| 5 | Innova Wealth Partners | $730.3K |
| 6 | CPR Investments Inc. | $614.2K |
| 7 | Significant Wealth Partners LLC | $604.0K |
| 8 | Spire Wealth Management | $251.9K |
| 9 | EverSource Wealth Advisors, LLC | $205.4K |
| 10 | TOTH FINANCIAL ADVISORY CORP | $189.2K |
| 11 | SBI Securities Co., Ltd. | $75.3K |
| 12 | Farther Finance Advisors, LLC | $25.2K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$3.2M | |
| 2 | +$2.8M | |
| 3 | +$905.8K | |
| 4 | +$614.2K | |
| 5 | +$197.5K | |
| 6 | +$181.7K | |
| 7 | +$141.3K | |
| 8 | +$86.8K | |
| 9 | +$31.2K | |
| 10 | +$10.2K | |
| 11 | +$6.9K | |
| 12 | -$552 | |
| 13 | -$1.0K | |
| 14 | -$401.6K |