Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Diligent Investors, LLC | $1.7M |
| 2 | TrustBank | $1.3M |
| 3 | AdvisorNet Financial, Inc | $673.4K |
| 4 | Certified Advisory Corp | $511.0K |
| 5 | Heck Capital Advisors, LLC | $365.6K |
| 6 | PFG Advisors | $300.1K |
| 7 | TopTier Wealth Management, LLC | $295.0K |
| 8 | IFP Advisors, Inc | $271.4K |
| 9 | CRUX WEALTH ADVISORS | $218.3K |
| 10 | DHJJ Financial Advisors, Ltd. | $214.4K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$302.9K | |
| 2 | +$218.3K | |
| 3 | +$189.4K | |
| 4 | +$65.4K | |
| 5 | +$47.2K | |
| 6 | +$35.5K | |
| 7 | +$28.7K | |
| 8 | +$23.5K | |
| 9 | +$20.8K | |
| 10 | +$6.9K | |
| 11 | -$23.1K |