Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | CRA Financial Services, LLC | $5.8M |
| 2 | Vavra Capital Management, LLC | $3.8M |
| 3 | Envestnet Portfolio Solutions, Inc. | $2.6M |
| 4 | PFG Investments, LLC | $1.3M |
| 5 | LifeGoal Investments, LLC | $900.6K |
| 6 | Brookstone Capital Management | $771.1K |
| 7 | Chatterton & Associates Inc. | $298.8K |
| 8 | Apollon Wealth Management, LLC | $200.8K |
| 9 | Patriot Financial Group Insurance Agency, LLC | $200.8K |
| 10 | CoreCap Advisors, LLC | $17.2K |
| 11 | IFP Advisors, Inc | $8.9K |
| 12 | DHJJ Financial Advisors, Ltd. | $37 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$598.6K | |
| 3 | +$380.8K | |
| 4 | +$326.5K | |
| 5 | +$212.4K | |
| 6 | +$122.1K | |
| 7 | +$17.0K | |
| 8 | +$1.5K | |
| 9 | +$438 | |
| 10 | +$2 | |
| 11 | -$32.8K | |
| 12 | -$169.9K |