Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | BURKETT FINANCIAL SERVICES, LLC | $1.4M |
| 2 | Cyr Financial Inc. | $1.0M |
| 3 | ADAMSBROWN WEALTH CONSULTANTS LLC | $280.3K |
| 4 | CX Institutional | $10 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$17.4K | |
| 2 | +$8.2K | |
| 3 | $0 | |
| 4 | -$11.2K |