Snapshot holdings28 / 28 loaded
| # | ||
|---|---|---|
| 1 | Lantz Financial LLC | $13.2M |
| 2 | McAlister, Sweet & Associates, Inc. | $3.8M |
| 3 | My Personal CFO, LLC | $2.8M |
| 4 | Fragasso Financial Advisors Inc | $1.8M |
| 5 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.7M |
| 6 | Buska Wealth Management, LLC | $1.6M |
| 7 | Brookstone Capital Management | $1.3M |
| 8 | CoreCap Advisors, LLC | $1.0M |
| 9 | Berkshire Money Management, Inc. | $1.0M |
| 10 | BENJAMIN EDWARDS INC | $922.7K |
| 11 | TopTier Wealth Management, LLC | $912.7K |
| 12 | Spire Wealth Management | $807.7K |
| 13 | Maltin Wealth Management, Inc. | $580.0K |
| 14 | Chris Bulman Inc | $542.1K |
| 15 | DHJJ Financial Advisors, Ltd. | $493.3K |
| 16 | CRA Financial Services, LLC | $399.5K |
| 17 | BCS Wealth Management | $334.8K |
| 18 | Diligent Investors, LLC | $334.7K |
| 19 | CALIBER WEALTH MANAGEMENT, LLC / KS | $318.9K |
| 20 | RFG Advisory, LLC | $295.7K |
| 21 | Dynamic Advisor Solutions LLC | $287.6K |
| 22 | Pinnacle Wealth Management Group, Inc. | $254.6K |
| 23 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $228.4K |
| 24 | Strategic Blueprint, LLC | $209.5K |
| 25 | IFP Advisors, Inc | $108.9K |
| 26 | AdvisorNet Financial, Inc | $94.9K |
| 27 | LANARK FINANCIAL, INC. | $15.3K |
| 28 | COUNTRY TRUST BANK | $3.7K |
Manager changes2026-06-30 vs 2026-03-3129 / 29 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$385.3K | |
| 3 | +$280.9K | |
| 4 | +$209.5K | |
| 5 | +$168.9K | |
| 6 | +$164.9K | |
| 7 | +$104.6K | |
| 8 | +$102.5K | |
| 9 | +$92.4K | |
| 10 | +$80.9K | |
| 11 | +$53.6K | |
| 12 | +$49.4K | |
| 13 | +$40.0K | |
| 14 | +$33.5K | |
| 15 | +$33.5K | |
| 16 | +$31.9K | |
| 17 | +$27.1K | |
| 18 | +$25.5K | |
| 19 | +$24.3K | |
| 20 | +$22.9K | |
| 21 | +$10.9K | |
| 22 | +$9.5K | |
| 23 | +$3.7K | |
| 24 | -$9.5K | |
| 25 | -$12.3K | |
| 26 | -$21.5K | |
| 27 | -$243.8K | |
| 28 | -$263.6K | |
| 29 | -$29.2M |