Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Gainplan LLC | $5.8M |
| 2 | Physician Wealth Advisors, Inc. | $3.2M |
| 3 | Encompass More Asset Management | $3.0M |
| 4 | Discipline Wealth Solutions, LLC | $1.1M |
| 5 | Significant Wealth Partners LLC | $860.8K |
| 6 | CPR Investments Inc. | $793.5K |
| 7 | Integras Partners LLC | $372.4K |
| 8 | WASHINGTON GROWTH STRATEGIES LLC | $312.2K |
| 9 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $311.1K |
| 10 | SBI Securities Co., Ltd. | $299.6K |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $259.7K |
| 12 | Composition Wealth, LLC | $255.4K |
| 13 | GREAT OAK CAPITAL PARTNERS, LLC | $219.1K |
| 14 | Spire Wealth Management | $153.1K |
| 15 | TOTH FINANCIAL ADVISORY CORP | $9.8K |
| 16 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $8.3K |
| 17 | EverSource Wealth Advisors, LLC | $6.4K |
| 18 | CoreCap Advisors, LLC | $4.7K |
| 19 | Main Street Group, LTD | $4.4K |
| 20 | Signature Resources Capital Management, LLC | $1.6K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$5.8M | |
| 2 | +$3.0M | |
| 3 | +$1.3M | |
| 4 | +$1.1M | |
| 5 | +$793.5K | |
| 6 | +$359.1K | |
| 7 | +$312.2K | |
| 8 | +$311.1K | |
| 9 | +$259.7K | |
| 10 | +$255.4K | |
| 11 | +$219.1K | |
| 12 | +$153.7K | |
| 13 | +$65.3K | |
| 14 | +$4.0K | |
| 15 | +$2.6K | |
| 16 | +$2.0K | |
| 17 | +$1.8K | |
| 18 | +$1.1K | |
| 19 | +$650 | |
| 20 | -$1.3K | |
| 21 | -$146.1K | |
| 22 | -$216.9K |