Filing Research
Snapshot holdings
#
1Brookstone Capital Management$4.7M
2Balance Wealth Partners LLC$4.1M
3Encompass More Asset Management$2.4M
4SIGNATUREFD, LLC$1.3M
5INDEPENDENT FINANCIAL GROUP, LLC$825.1K
6C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$506.0K
7Merit Financial Group, LLC$474.8K
8JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$460.0K
9Accurate Wealth Management, LLC$410.2K
10Range Financial Group LLC$379.0K
11BridgePort Financial Solutions, LLC$202.9K
12RED REEF ADVISORS LLC$111.9K
13Farther Finance Advisors, LLC$892
14IFP Advisors, Inc$135
Manager changes
#
1
Brookstone Capital Management
+$1.1M
2
Encompass More Asset Management
+$693.1K
3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
+$506.0K
4
INDEPENDENT FINANCIAL GROUP, LLC
+$410.4K
5
Balance Wealth Partners LLC
+$147.2K
6
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
+$86.5K
7
SIGNATUREFD, LLC
+$83.4K
8
Accurate Wealth Management, LLC
+$71.2K
9
Merit Financial Group, LLC
+$12.5K
10
RED REEF ADVISORS LLC
+$2.8K
11
IFP Advisors, Inc
-$1.2K
12
Range Financial Group LLC
-$48.6K
13
BridgePort Financial Solutions, LLC
-$75.1K
14
Sound Income Strategies, LLC
-$114.8K
15
SeaCrest Wealth Management, LLC
-$349.3K
16
Financial Solutions Advisory Group, Inc.
-$499.2K
17
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
-$588.9K
18
Farther Finance Advisors, LLC
-$1.9M
Filing Research | INNOVATOR ETFS TRUST Institutional Holdings