Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | KRAEMATON INVESTMENT ADVISORS, INC | $1.8M |
| 2 | Noble Wealth Management PBC | $1.1M |
| 3 | Diligent Investors, LLC | $865.8K |
| 4 | Blackhawk Capital Partners, LLC | $775.8K |
| 5 | First Heartland Consultants, Inc. | $580.7K |
| 6 | Financial Guidance Group, Inc. | $364.1K |
| 7 | PFS Partners, LLC | $326.3K |
| 8 | Brookstone Capital Management | $306.1K |
| 9 | Envestnet Portfolio Solutions, Inc. | $292.9K |
| 10 | IFP Advisors, Inc | $288.5K |
| 11 | Chris Bulman Inc | $283.9K |
| 12 | Octavia Wealth Advisors, LLC | $222.2K |
| 13 | Cambridge Advisors Inc. | $212.0K |
| 14 | LifeWealth Investments, LLC | $203.2K |
| 15 | DHJJ Financial Advisors, Ltd. | $99.7K |
| 16 | Farther Finance Advisors, LLC | $97.7K |
| 17 | Capital Investment Advisory Services, LLC | $68.4K |
| 18 | GHP Investment Advisors, Inc. | $20.5K |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$292.9K | |
| 2 | +$212.0K | |
| 3 | +$203.2K | |
| 4 | +$97.7K | |
| 5 | +$48.9K | |
| 6 | +$44.0K | |
| 7 | +$43.4K | |
| 8 | +$20.7K | |
| 9 | +$18.5K | |
| 10 | +$16.4K | |
| 11 | +$12.6K | |
| 12 | +$6.2K | |
| 13 | +$5.7K | |
| 14 | +$3.3K | |
| 15 | +$1.2K | |
| 16 | -$8.1K | |
| 17 | -$162.7K | |
| 18 | -$233.4K | |
| 19 | -$236.3K |