Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | CHICAGO TRUST Co NA | $76.0K |
| 2 | MBE Wealth Management, LLC | $43.8K |
| 3 | SBI Securities Co., Ltd. | $29.7K |
| 4 | Blue Trust, Inc. | $27.0K |
| 5 | Castleview Partners, LLC | $24.6K |
| 6 | GFG Capital, LLC | $21.0K |
| 7 | EverSource Wealth Advisors, LLC | $13.4K |
| 8 | ARMSTRONG ADVISORY GROUP, INC | $5.6K |
| 9 | Farther Finance Advisors, LLC | $5.0K |
| 10 | FINANCIAL CONSULATE, INC | $263 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$21.0K | |
| 2 | -$25 | |
| 3 | -$50 | |
| 4 | -$922 | |
| 5 | -$1.0K | |
| 6 | -$5.1K | |
| 7 | -$7.2K | |
| 8 | -$8.2K | |
| 9 | -$13.9K | |
| 10 | -$14.5K | |
| 11 | -$27.5K | |
| 12 | -$1.3M |