Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | KRAEMATON INVESTMENT ADVISORS, INC | $1.5M |
| 2 | Integras Partners LLC | $1.5M |
| 3 | Merit Financial Group, LLC | $594.5K |
| 4 | Ignite Planners, LLC | $570.3K |
| 5 | Archford Capital Strategies, LLC | $259.7K |
| 6 | Miller Global Investments, LLC | $244.5K |
| 7 | CoreCap Advisors, LLC | $34.7K |
| 8 | ATWOOD & PALMER INC | $19.7K |
| 9 | LANARK FINANCIAL, INC. | $17.9K |
| 10 | Blue Trust, Inc. | $477 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$115.1K | |
| 2 | +$77.3K | |
| 3 | +$35.1K | |
| 4 | +$19.2K | |
| 5 | +$2.7K | |
| 6 | +$1.5K | |
| 7 | +$1.4K | |
| 8 | +$37 | |
| 9 | -$45.4K | |
| 10 | -$176.6K | |
| 11 | -$394.8K |