Filing Research
Snapshot holdings
#
1Brookstone Capital Management$7.2M
2Farther Finance Advisors, LLC$2.7M
3C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$2.0M
4Encompass More Asset Management$1.9M
5Brookwood Investment Group LLC$1.4M
6RFG Advisory, LLC$1.1M
7JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$1.1M
8BENJAMIN EDWARDS INC$643.3K
9SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$520.1K
10First Heartland Consultants, Inc.$399.4K
11Hiley Hunt Wealth Management$342.1K
12CRUX WEALTH ADVISORS$328.8K
13IFP Advisors, Inc$193.6K
14Capital Investment Advisory Services, LLC$21.0K
15Triumph Capital Management$14.3K
Manager changes
#
1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
+$848.0K
2
Encompass More Asset Management
+$429.3K
3
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
+$198.5K
4
First Heartland Consultants, Inc.
+$134.6K
5
Brookwood Investment Group LLC
+$128.6K
6
CRUX WEALTH ADVISORS
+$87.2K
7
RFG Advisory, LLC
+$40.0K
8
Capital Investment Advisory Services, LLC
+$21.0K
9
BENJAMIN EDWARDS INC
+$11.1K
10
IFP Advisors, Inc
+$8.4K
11
Triumph Capital Management
+$908
12
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
-$24.7K
13
Farther Finance Advisors, LLC
-$62.2K
14
Hiley Hunt Wealth Management
-$70.8K
15
Brookstone Capital Management
-$83.3K
16
INDEPENDENT FINANCIAL GROUP, LLC
-$230.2K
17
Arista Wealth Management, LLC
-$502.1K
Filing Research | INNOVATOR ETFS TRUST Institutional Holdings