Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | CERTIOR FINANCIAL GROUP, LLC | $1.6M |
| 2 | Envestnet Portfolio Solutions, Inc. | $956.4K |
| 3 | Brookstone Capital Management | $305.5K |
| 4 | Brookwood Investment Group LLC | $268.0K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | -$1.7K | |
| 2 | -$25.3K | |
| 3 | -$96.9K | |
| 4 | -$187.3K | |
| 5 | -$648.0K |