Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | WASATCH ADVISORS LP | $1.8M |
| 2 | Dynamic Advisor Solutions LLC | $268.5K |
| 3 | Crumly & Associates Inc. | $119.0K |
| 4 | Midwest Financial Group LLC | $41.1K |
| 5 | B.O.S.S. Retirement Advisors, LLC | $29.6K |
| 6 | DAVENPORT & Co LLC | $8.9K |
| 7 | Cottage Street Advisors LLC | $5.1K |
| 8 | Kesler, Norman & Wride, LLC | $3.6K |
| 9 | Sterling Investment Counsel, LLC | $3.6K |
| 10 | Crewe Advisors LLC | $3.2K |
| 11 | IFP Advisors, Inc | $301 |
| 12 | ARMSTRONG ADVISORY GROUP, INC | $179 |
| 13 | SBI Securities Co., Ltd. | $4 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$179 | |
| 2 | -$3 | |
| 3 | -$257 | |
| 4 | -$2.7K | |
| 5 | -$3.0K | |
| 6 | -$3.0K | |
| 7 | -$4.3K | |
| 8 | -$7.6K | |
| 9 | -$35.0K | |
| 10 | -$36.5K | |
| 11 | -$74.1K | |
| 12 | -$228.8K | |
| 13 | -$1.5M |