Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | SENTINEL PENSION ADVISORS, LLC | $1.1M |
| 2 | Key FInancial Inc | $954.6K |
| 3 | CRUX WEALTH ADVISORS | $641.5K |
| 4 | Fifth Third Wealth Advisors LLC | $258.2K |
| 5 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $247.8K |
| 6 | Arlington Trust Co LLC | $156.1K |
| 7 | Kings Path Partners LLC | $24.3K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$252.7K | |
| 2 | +$156.1K | |
| 3 | +$154.6K | |
| 4 | +$53.7K | |
| 5 | +$28.3K | |
| 6 | +$27.2K | |
| 7 | +$2.9K |