Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | PARK NATIONAL CORP /OH/ | $4.3M |
| 2 | Farther Finance Advisors, LLC | $2.1M |
| 3 | D.A. DAVIDSON & CO. | $1.3M |
| 4 | Security National Bank | $1.3M |
| 5 | Lauer Wealth, LLC | $1.2M |
| 6 | MANCHESTER FINANCIAL INC | $622.9K |
| 7 | Chris Bulman Inc | $369.1K |
| 8 | Crumly & Associates Inc. | $360.0K |
| 9 | Brookstone Capital Management | $327.3K |
| 10 | Focus Financial Network, Inc. | $315.7K |
| 11 | Quad-Cities Investment Group, LLC | $294.5K |
| 12 | Cambridge Advisors Inc. | $271.4K |
| 13 | COLUMBIA ADVISORY PARTNERS LLC | $215.4K |
| 14 | Independent Wealth Network Inc. | $214.5K |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $207.6K |
| 16 | Holos Integrated Wealth LLC | $187.8K |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $25.2K |
| 18 | Golden State Wealth Management, LLC | $17.6K |
| 19 | Piscataqua Savings Bank | $3.6K |
| 20 | Triumph Capital Management | $3.2K |
| 21 | SIGNATUREFD, LLC | $1.5K |
| 22 | Trust Co | $476 |
| 23 | DHJJ Financial Advisors, Ltd. | $254 |
Manager changes2026-06-30 vs 2026-03-3125 / 25 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$214.8K | |
| 3 | +$207.6K | |
| 4 | +$129.4K | |
| 5 | +$76.8K | |
| 6 | +$1.5K | |
| 7 | -$32 | |
| 8 | -$60 | |
| 9 | -$396 | |
| 10 | -$453 | |
| 11 | -$2.1K | |
| 12 | -$3.6K | |
| 13 | -$3.6K | |
| 14 | -$24.7K | |
| 15 | -$28.8K | |
| 16 | -$30.3K | |
| 17 | -$33.5K | |
| 18 | -$36.0K | |
| 19 | -$46.3K | |
| 20 | -$73.6K | |
| 21 | -$90.8K | |
| 22 | -$96.0K | |
| 23 | -$106.1K | |
| 24 | -$352.1K | |
| 25 | -$451.3K |