Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $14.4M |
| 2 | INVESTMENT MANAGEMENT CORP /VA/ /ADV | $1.1M |
| 3 | Diligent Investors, LLC | $976.7K |
| 4 | FIDUCIARY FINANCIAL GROUP, LLC | $314.5K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $224.0K |
| 6 | DHJJ Financial Advisors, Ltd. | $189.3K |
| 7 | PFS Partners, LLC | $93.4K |
| 8 | IFP Advisors, Inc | $51.7K |
| 9 | Noble Wealth Management PBC | $30.4K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$14.4M | |
| 2 | +$1.1M | |
| 3 | +$976.7K | |
| 4 | +$224.0K | |
| 5 | +$93.4K | |
| 6 | +$51.7K | |
| 7 | +$50.0K | |
| 8 | +$1.6K | |
| 9 | -$17.2K | |
| 10 | -$1.9M |