Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Diligent Investors, LLC | $2.7M |
| 2 | NorthCrest Asset Manangement, LLC | $507.3K |
| 3 | SOA Wealth Advisors, LLC. | $493.6K |
| 4 | Marshall Financial Group, LLC | $447.5K |
| 5 | Fragasso Financial Advisors Inc | $412.0K |
| 6 | Quad-Cities Investment Group, LLC | $249.0K |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $197.7K |
| 8 | Spire Wealth Management | $183.1K |
| 9 | DHJJ Financial Advisors, Ltd. | $159.0K |
| 10 | Noble Wealth Management PBC | $21.0K |
| 11 | LANARK FINANCIAL, INC. | $15.1K |
| 12 | CoreCap Advisors, LLC | $4.0K |
| 13 | PARK AVENUE SECURITIES LLC | $689 |
| 14 | CX Institutional | $44 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$249.0K | |
| 2 | +$248.2K | |
| 3 | +$92.0K | |
| 4 | +$31.2K | |
| 5 | +$15.1K | |
| 6 | +$15.1K | |
| 7 | +$5.7K | |
| 8 | +$4.0K | |
| 9 | +$2.0K | |
| 10 | +$1.6K | |
| 11 | +$222 | |
| 12 | -$53 | |
| 13 | -$24.1K | |
| 14 | -$62.8K |