Snapshot holdings
#
1Vigilare Wealth Management$451.2K
2Whitener Capital Management, Inc.$373.0K
3Sage Capital Management, LLC$293.6K
4Trilogy Capital Inc.$221.9K
5IFP Advisors, Inc$68.3K
6Indiana Trust & Investment Management Co$38.2K
7SIGNATUREFD, LLC$32.6K
8Spire Wealth Management$27.6K
9CoreCap Advisors, LLC$22.7K
10FINANCIAL CONSULATE, INC$15.8K
11GODSEY & GIBB, INC$13.7K
12Farther Finance Advisors, LLC$13.7K
13Blue Trust, Inc.$12.2K
14Trust Co$11.9K
15LANARK FINANCIAL, INC.$11.3K
16SRH ADVISORS, LLC$11.2K
17SALEM INVESTMENT COUNSELORS INC$6.7K
18JNBA Financial Advisors$5.8K
19AdvisorNet Financial, Inc$5.3K
20Nova Wealth Management, Inc.$3.4K
21Tradewinds Capital Management, LLC$1.9K
22CX Institutional$5
23Farmers & Merchants Trust Co of Chambersburg PA$3
Manager changes
#
1+$76.2K
2-$1
3-$1
4-$331
5-$598
6-$941
7-$1.0K
8-$1.2K
9-$1.3K
10-$2.0K
11-$2.0K
12
Trust Co
-$2.1K
13-$2.2K
14-$2.5K
15-$2.8K
16-$4.0K
17-$4.9K
18-$5.8K
19-$6.8K
20-$10.0K
21-$12.2K
22-$39.1K
23-$61.8K
24-$80.5K
25-$213.2K
Filing Research | STRIVE U.S. ENERGY ETF Institutional Holdings