Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Clear Trail Advisors, LLC | $6.3M |
| 2 | Legacy Private Trust Co. | $6.2M |
| 3 | Crumly & Associates Inc. | $4.1M |
| 4 | Interchange Capital Partners, LLC | $1.9M |
| 5 | Cornerstone Wealth Management, LLC | $406.1K |
| 6 | IFP Advisors, Inc | $193.4K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$3.2M | |
| 2 | +$1.6M | |
| 3 | +$1.5M | |
| 4 | +$1.5M | |
| 5 | +$59.2K | |
| 6 | +$5.5K | |
| 7 | -$25.8K | |
| 8 | -$231.2K |