Snapshot holdings27 / 27 loaded
| # | ||
|---|---|---|
| 1 | HBW ADVISORY SERVICES LLC | $4.1M |
| 2 | CITY HOLDING CO | $2.2M |
| 3 | KRAEMATON INVESTMENT ADVISORS, INC | $1.6M |
| 4 | Prospera Financial Services Inc | $1.0M |
| 5 | NorthCrest Asset Manangement, LLC | $950.4K |
| 6 | Diligent Investors, LLC | $613.0K |
| 7 | Farther Finance Advisors, LLC | $577.7K |
| 8 | Mosley Wealth Management | $513.1K |
| 9 | Synergy Asset Management, LLC | $454.5K |
| 10 | CoreCap Advisors, LLC | $439.1K |
| 11 | LANARK FINANCIAL, INC. | $434.5K |
| 12 | DHJJ Financial Advisors, Ltd. | $428.4K |
| 13 | Envestnet Portfolio Solutions, Inc. | $373.1K |
| 14 | Noble Wealth Management PBC | $308.6K |
| 15 | First Heartland Consultants, Inc. | $305.1K |
| 16 | MBL Wealth, LLC | $303.1K |
| 17 | LEGACY SOLUTIONS, LLC | $264.2K |
| 18 | Ignite Planners, LLC | $227.6K |
| 19 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $217.3K |
| 20 | RFG Advisory, LLC | $215.1K |
| 21 | AdvisorNet Financial, Inc | $128.1K |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $121.9K |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $45.1K |
| 24 | Capital Investment Advisory Services, LLC | $44.1K |
| 25 | PFS Partners, LLC | $35.9K |
| 26 | Networth Advisors, LLC | $5.4K |
| 27 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1.4K |
Manager changes2026-06-30 vs 2026-03-3134 / 34 loaded
| # | ||
|---|---|---|
| 1 | +$524.0K | |
| 2 | +$513.1K | |
| 3 | +$373.1K | |
| 4 | +$154.3K | |
| 5 | +$154.2K | |
| 6 | +$129.3K | |
| 7 | +$70.7K | |
| 8 | +$66.1K | |
| 9 | +$59.2K | |
| 10 | +$45.1K | |
| 11 | +$44.1K | |
| 12 | +$36.0K | |
| 13 | +$33.7K | |
| 14 | +$30.2K | |
| 15 | +$23.5K | |
| 16 | +$18.4K | |
| 17 | +$15.1K | |
| 18 | +$15.0K | |
| 19 | +$10.2K | |
| 20 | +$8.9K | |
| 21 | +$2.5K | |
| 22 | +$1.4K | |
| 23 | -$18.3K | |
| 24 | -$23.7K | |
| 25 | -$33.8K | |
| 26 | -$230.6K | |
| 27 | -$271.2K | |
| 28 | -$294.0K | |
| 29 | -$484.2K | |
| 30 | -$505.4K | |
| 31 | -$511.2K | |
| 32 | -$1.7M | |
| 33 | -$2.7M | |
| 34 | -$7.3M |