Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | PARK NATIONAL CORP /OH/ | $7.0M |
| 2 | CoreCap Advisors, LLC | $1.3M |
| 3 | First Heartland Consultants, Inc. | $868.5K |
| 4 | SeaCrest Wealth Management, LLC | $725.9K |
| 5 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $547.4K |
| 6 | Patriot Financial Group Insurance Agency, LLC | $421.9K |
| 7 | Herold Advisors, Inc. | $313.0K |
| 8 | CX Institutional | $99 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$426.3K | |
| 2 | +$197.7K | |
| 3 | +$69.0K | |
| 4 | +$1.2K | |
| 5 | +$7 | |
| 6 | $0 | |
| 7 | $0 | |
| 8 | -$1.1K | |
| 9 | -$214.4K | |
| 10 | -$240.1K |