Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Noble Wealth Management PBC | $1.8M |
| 2 | Wealth Care LLC | $666.9K |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $650.9K |
| 4 | Crumly & Associates Inc. | $578.4K |
| 5 | COURIER CAPITAL LLC | $541.3K |
| 6 | Fortitude Advisory Group L.L.C. | $259.3K |
| 7 | IAMS WEALTH MANAGEMENT, LLC | $251.0K |
| 8 | Focus Financial Network, Inc. | $154.3K |
| 9 | Activest Wealth Management | $36.4K |
| 10 | GHP Investment Advisors, Inc. | $13.7K |
| 11 | IFP Advisors, Inc | $5.8K |
| 12 | FNY Investment Advisers, LLC | $16 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$304.6K | |
| 2 | +$154.3K | |
| 3 | +$117.1K | |
| 4 | +$5.6K | |
| 5 | +$5.2K | |
| 6 | +$2.5K | |
| 7 | +$2.4K | |
| 8 | +$56 | |
| 9 | +$1 | |
| 10 | -$4.8K | |
| 11 | -$27.0K | |
| 12 | -$71.7K |