Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | JOHNSON INVESTMENT COUNSEL INC | $891.9K |
| 2 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $664.1K |
| 3 | PFG Investments, LLC | $395.7K |
| 4 | IFP Advisors, Inc | $172.1K |
| 5 | Noble Wealth Management PBC | $124.5K |
| 6 | Farther Finance Advisors, LLC | $5.6K |
| 7 | CoreCap Advisors, LLC | $1.0K |
| 8 | DHJJ Financial Advisors, Ltd. | $63 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$395.7K | |
| 2 | +$124.5K | |
| 3 | +$106.3K | |
| 4 | +$59.1K | |
| 5 | +$626 | |
| 6 | +$8 | |
| 7 | -$798 | |
| 8 | -$21.4K |