Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | NorthCrest Asset Manangement, LLC | $1.8M |
| 2 | Ignite Planners, LLC | $739.2K |
| 3 | Octavia Wealth Advisors, LLC | $335.0K |
| 4 | Diligent Investors, LLC | $333.3K |
| 5 | LANARK FINANCIAL, INC. | $302.0K |
| 6 | Foguth Wealth Management, LLC. | $231.7K |
| 7 | SOA Wealth Advisors, LLC. | $198.6K |
| 8 | DHJJ Financial Advisors, Ltd. | $150.6K |
| 9 | PFS Partners, LLC | $136.5K |
| 10 | Noble Wealth Management PBC | $68.9K |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $59.0K |
| 12 | Capital Investment Advisory Services, LLC | $30.2K |
| 13 | CoreCap Advisors, LLC | $27.1K |
| 14 | PARK AVENUE SECURITIES LLC | $2.9K |
| 15 | CX Institutional | $23 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$134.7K | |
| 2 | +$49.2K | |
| 3 | +$28.0K | |
| 4 | +$27.7K | |
| 5 | +$11.5K | |
| 6 | +$11.4K | |
| 7 | +$4.7K | |
| 8 | +$3.0K | |
| 9 | +$2.3K | |
| 10 | +$2.2K | |
| 11 | +$244 | |
| 12 | +$2 | |
| 13 | -$1.6K | |
| 14 | -$2.4K | |
| 15 | -$14.0K | |
| 16 | -$233.4K | |
| 17 | -$719.4K |