Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Diligent Investors, LLC | $621.4K |
| 2 | Heck Capital Advisors, LLC | $321.6K |
| 3 | PFS Partners, LLC | $251.5K |
| 4 | Stonebridge Financial Group, LLC | $236.7K |
| 5 | CRUX WEALTH ADVISORS | $221.7K |
| 6 | DHJJ Financial Advisors, Ltd. | $215.3K |
| 7 | IFP Advisors, Inc | $98.7K |
| 8 | Noble Wealth Management PBC | $37.3K |
| 9 | LANARK FINANCIAL, INC. | $24.9K |
| 10 | RED REEF ADVISORS LLC | $16.1K |
| 11 | Cape Investment Advisory, Inc. | $15.5K |
| 12 | Capital Investment Advisory Services, LLC | $8.5K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$59.7K | |
| 2 | +$30.9K | |
| 3 | +$28.4K | |
| 4 | +$22.7K | |
| 5 | +$21.3K | |
| 6 | +$16.5K | |
| 7 | +$15.5K | |
| 8 | +$9.5K | |
| 9 | +$3.6K | |
| 10 | +$2.4K | |
| 11 | +$1.5K | |
| 12 | +$812 | |
| 13 | -$90.3K | |
| 14 | -$214.5K | |
| 15 | -$339.1K |