Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Breakwater Capital Group | $6.8M |
| 2 | Intrua Financial, LLC | $3.8M |
| 3 | DHJJ Financial Advisors, Ltd. | $3.2M |
| 4 | FIFTH THIRD SECURITIES, INC. | $2.2M |
| 5 | Fifth Third Wealth Advisors LLC | $1.5M |
| 6 | Golden State Wealth Management, LLC | $951.7K |
| 7 | GHP Investment Advisors, Inc. | $798.4K |
| 8 | Onyx Bridge Wealth Group LLC | $458.5K |
| 9 | Brookstone Capital Management | $365.6K |
| 10 | D.A. DAVIDSON & CO. | $290.7K |
| 11 | Foundry Financial Group, Inc. | $252.1K |
| 12 | Archer Investment Management, LLC | $250.8K |
| 13 | Capital Investment Advisory Services, LLC | $99.1K |
| 14 | TFC Financial Management, Inc. | $88.8K |
| 15 | EverSource Wealth Advisors, LLC | $26.5K |
| 16 | Hunter Perkins Capital Management, LLC | $378 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$362.0K | |
| 3 | +$203.8K | |
| 4 | +$111.1K | |
| 5 | +$88.8K | |
| 6 | +$80.2K | |
| 7 | +$71.0K | |
| 8 | +$52.2K | |
| 9 | +$37.2K | |
| 10 | +$29.3K | |
| 11 | +$8.5K | |
| 12 | +$3.4K | |
| 13 | +$146 | |
| 14 | -$64.4K | |
| 15 | -$311.4K | |
| 16 | -$704.2K | |
| 17 | -$892.3K | |
| 18 | -$2.2M |