Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | CGC Financial Services, LLC | $6.4M |
| 2 | Bond & Devick Financial Network, Inc. | $6.2M |
| 3 | Prism Advisors, Inc. | $268.0K |
| 4 | NerdWallet Wealth Partners, LLC | $230.9K |
| 5 | Quaker Wealth Management, LLC | $94.7K |
| 6 | GoalVest Advisory LLC | $48.7K |
| 7 | Financial Perspectives, Inc | $21.0K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$594.0K | |
| 2 | +$254.7K | |
| 3 | +$230.9K | |
| 4 | +$14.8K | |
| 5 | +$5.2K | |
| 6 | +$2.7K | |
| 7 | +$1.3K | |
| 8 | -$496.1K |