Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | 4J Wealth Management LLC | $10.6M |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $3.7M |
| 3 | BENJAMIN EDWARDS INC | $539.2K |
| 4 | Wealthcare Capital Partners, LLC | $476.2K |
| 5 | Asio Capital, LLC | $460.7K |
| 6 | CORA CAPITAL ADVISORS LLC | $215.4K |
| 7 | Berbice Capital Management LLC | $124.9K |
| 8 | Realta Investment Advisors | $71.4K |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $20.1K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$3.6M | |
| 2 | +$2.7M | |
| 3 | +$460.7K | |
| 4 | +$215.4K | |
| 5 | +$180.1K | |
| 6 | +$165.9K | |
| 7 | +$124.9K | |
| 8 | +$71.4K | |
| 9 | +$20.1K |