Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | GREENLEAF TRUST | $925.1K |
| 2 | Farther Finance Advisors, LLC | $578.5K |
| 3 | Sincerus Advisory, LLC | $523.9K |
| 4 | OLD NATIONAL BANCORP /IN/ | $366.3K |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $257.7K |
| 6 | FIRST HORIZON CORP | $58.7K |
| 7 | THOMPSON INVESTMENT MANAGEMENT, INC. | $24.0K |
| 8 | GHP Investment Advisors, Inc. | $21.6K |
| 9 | Abound Wealth Management | $18.6K |
| 10 | Tower View Wealth Management LLC | $7.7K |
| 11 | Byrne Asset Management LLC | $5.2K |
| 12 | Financial Life Planners | $441 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$546.6K | |
| 2 | +$129.6K | |
| 3 | +$117.1K | |
| 4 | +$75.0K | |
| 5 | +$47.6K | |
| 6 | +$12.0K | |
| 7 | +$7.7K | |
| 8 | +$4.9K | |
| 9 | +$4.4K | |
| 10 | +$3.8K | |
| 11 | +$1.1K | |
| 12 | +$90 |