Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Crown Wealth Group, LLC | $14.0M |
| 2 | ADAMSBROWN WEALTH CONSULTANTS LLC | $286.4K |
| 3 | BURKETT FINANCIAL SERVICES, LLC | $165.9K |
| 4 | Essential Investment Partners LLC | $8.4K |
| 5 | CX Institutional | $10 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded