Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Cornerstone National Bank & Trust Co | $12.5M |
| 2 | Wealth Architects, LLC | $984.8K |
| 3 | Discipline Wealth Solutions, LLC | $541.8K |
| 4 | Cambridge Financial Group, LLC | $404.1K |
| 5 | SeaCrest Wealth Management, LLC | $273.3K |
| 6 | CoreCap Advisors, LLC | $172.7K |
| 7 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $94.5K |
| 8 | HIGHLINE WEALTH PARTNERS LLC | $16.5K |
| 9 | IFP Advisors, Inc | $3.1K |
| 10 | First PREMIER Bank | $748 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$94.5K | |
| 2 | +$71.8K | |
| 3 | +$68.4K | |
| 4 | +$31.3K | |
| 5 | +$98 | |
| 6 | -$63 | |
| 7 | -$972 | |
| 8 | -$15.4K | |
| 9 | -$33.9K | |
| 10 | -$1.1M |