Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | JOHNSON INVESTMENT COUNSEL INC | $373.5K |
| 2 | Bayshore Capital Advisors, LLC | $333.7K |
| 3 | Pettinga Financial Advisors LLC | $229.1K |
| 4 | J.W. COLE ADVISORS, INC. | $173.7K |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $162.2K |
| 6 | DAVENPORT & Co LLC | $145.5K |
| 7 | Brookstone Capital Management | $129.2K |
| 8 | Prospera Financial Services Inc | $124.5K |
| 9 | Central Pacific Bank - Trust Division | $110.2K |
| 10 | Strategic Investment Solutions, Inc. /IL | $103.7K |
| 11 | Dogwood Wealth Management LLC | $78.4K |
| 12 | AdvisorNet Financial, Inc | $60.2K |
| 13 | IFP Advisors, Inc | $37.4K |
| 14 | Main Street Group, LTD | $37.4K |
| 15 | HHM Wealth Advisors, LLC | $21.2K |
| 16 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $6.8K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$173.7K | |
| 2 | +$145.5K | |
| 3 | -$1.7K | |
| 4 | -$5.2K | |
| 5 | -$9.2K | |
| 6 | -$14.9K | |
| 7 | -$15.5K | |
| 8 | -$19.4K | |
| 9 | -$23.3K | |
| 10 | -$27.3K | |
| 11 | -$30.8K | |
| 12 | -$33.6K | |
| 13 | -$40.3K | |
| 14 | -$82.5K | |
| 15 | -$92.4K | |
| 16 | -$109.0K | |
| 17 | -$239.2K | |
| 18 | -$247.2K | |
| 19 | -$310.6K | |
| 20 | -$2.0M |