Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Crumly & Associates Inc. | $13.5M |
| 2 | EverSource Wealth Advisors, LLC | $6.0M |
| 3 | Fjell Capital, LLC | $3.0M |
| 4 | Lakeshore Financial Planning, Inc. | $999.9K |
| 5 | First Heartland Consultants, Inc. | $902.6K |
| 6 | XML Financial, LLC | $308.2K |
| 7 | KERR FINANCIAL PLANNING Corp | $19.7K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$362.0K | |
| 2 | +$47.1K | |
| 3 | +$31.5K | |
| 4 | +$9.4K | |
| 5 | +$5.7K | |
| 6 | +$440 | |
| 7 | -$102.7K | |
| 8 | -$135.8K | |
| 9 | -$236.8K |