Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Columbus Macro, LLC | $12.9M |
| 2 | HENGEHOLD CAPITAL MANAGEMENT LLC | $11.8M |
| 3 | AMERICAN NATIONAL BANK & TRUST | $10.0M |
| 4 | CoreCap Advisors, LLC | $3.5M |
| 5 | WEALTH MANAGEMENT RESOURCES, INC. | $2.8M |
| 6 | Ifrah Financial Services, Inc. | $2.0M |
| 7 | Alhambra Investment Management LLC | $1.1M |
| 8 | InTrack Investment Management Inc | $970.9K |
| 9 | Cooper Financial Group | $855.6K |
| 10 | SECURED RETIREMENT ADVISORS, LLC | $487.9K |
| 11 | PETRA FINANCIAL ADVISORS INC | $462.0K |
| 12 | Centurion Wealth Management LLC | $383.3K |
| 13 | SHEETS SMITH WEALTH MANAGEMENT | $268.7K |
| 14 | MeadowBrook Investment Advisors LLC | $184.7K |
| 15 | Farther Finance Advisors, LLC | $101.2K |
| 16 | FARMERS & MERCHANTS INVESTMENTS INC | $65.4K |
| 17 | Strategic Investment Solutions, Inc. /IL | $64.1K |
| 18 | IFP Advisors, Inc | $4.5K |
| 19 | EverSource Wealth Advisors, LLC | $888 |
| 20 | PARK AVENUE SECURITIES LLC | $748 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$3.3M | |
| 2 | +$133.2K | |
| 3 | +$98.3K | |
| 4 | +$71.8K | |
| 5 | +$16.6K | |
| 6 | +$10.1K | |
| 7 | +$4.1K | |
| 8 | +$748 | |
| 9 | -$42 | |
| 10 | -$217 | |
| 11 | -$3.1K | |
| 12 | -$4.9K | |
| 13 | -$12.8K | |
| 14 | -$18.3K | |
| 15 | -$44.3K | |
| 16 | -$93.2K | |
| 17 | -$123.3K | |
| 18 | -$166.9K | |
| 19 | -$168.6K | |
| 20 | -$184.2K | |
| 21 | -$456.3K | |
| 22 | -$711.2K | |
| 23 | -$3.5M |