Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Diligent Investors, LLC | $1.4M |
| 2 | PFS Partners, LLC | $123.3K |
| 3 | Farther Finance Advisors, LLC | $97.8K |
| 4 | DHJJ Financial Advisors, Ltd. | $46.0K |
| 5 | Capital Investment Advisory Services, LLC | $6.2K |
| 6 | Crewe Advisors LLC | $391 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$4.6K | |
| 2 | +$3.8K | |
| 3 | +$3.7K | |
| 4 | +$2.3K | |
| 5 | +$19 | |
| 6 | -$23.5K | |
| 7 | -$358.2K |