Snapshot holdings22 / 22 loaded
| # | ||
|---|---|---|
| 1 | MILESTONE ASSET MANAGEMENT, LLC | $6.2M |
| 2 | CITY HOLDING CO | $2.3M |
| 3 | Sage Capital Advisors,llc | $2.3M |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $1.9M |
| 5 | Brookstone Capital Management | $1.8M |
| 6 | Chris Bulman Inc | $1.8M |
| 7 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.5M |
| 8 | LVZ, Inc. | $743.9K |
| 9 | HBW ADVISORY SERVICES LLC | $404.0K |
| 10 | CoreCap Advisors, LLC | $392.1K |
| 11 | Diligent Investors, LLC | $309.2K |
| 12 | Madrona Financial Services, LLC | $302.7K |
| 13 | NorthCrest Asset Manangement, LLC | $283.3K |
| 14 | Darwin Wealth Management, LLC | $242.0K |
| 15 | First Heartland Consultants, Inc. | $235.5K |
| 16 | RFG Advisory, LLC | $228.2K |
| 17 | DHJJ Financial Advisors, Ltd. | $208.0K |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $198.6K |
| 19 | Farther Finance Advisors, LLC | $192.4K |
| 20 | Triumph Capital Management | $182.2K |
| 21 | SOA Wealth Advisors, LLC. | $85.2K |
| 22 | LANARK FINANCIAL, INC. | $73.8K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$601.1K | |
| 2 | +$146.4K | |
| 3 | +$122.7K | |
| 4 | +$121.7K | |
| 5 | +$111.7K | |
| 6 | +$95.4K | |
| 7 | +$65.0K | |
| 8 | +$48.7K | |
| 9 | +$30.2K | |
| 10 | +$26.5K | |
| 11 | +$20.2K | |
| 12 | +$19.8K | |
| 13 | +$17.2K | |
| 14 | +$15.8K | |
| 15 | +$15.4K | |
| 16 | +$14.9K | |
| 17 | +$12.1K | |
| 18 | +$11.1K | |
| 19 | +$6.9K | |
| 20 | +$5.6K | |
| 21 | +$4.8K | |
| 22 | -$56.7K | |
| 23 | -$275.0K |