Snapshot holdings24 / 24 loaded
| # | ||
|---|---|---|
| 1 | OLD NATIONAL BANCORP /IN/ | $15.8M |
| 2 | JUNCTURE WEALTH STRATEGIES, LLC | $4.1M |
| 3 | Focus Financial Network, Inc. | $3.5M |
| 4 | OAK FAMILY ADVISORS, LLC | $2.8M |
| 5 | Churchill Financial Advisors, LLC | $2.2M |
| 6 | LifeGoal Investments, LLC | $2.0M |
| 7 | Mirae Asset Global Investments Co., Ltd. | $621.6K |
| 8 | Mosley Wealth Management | $590.3K |
| 9 | IFP Advisors, Inc | $392.7K |
| 10 | Yoffe Investment Management, LLC | $311.7K |
| 11 | Merit Financial Group, LLC | $277.3K |
| 12 | Boltwood Capital Management | $259.7K |
| 13 | EverSource Wealth Advisors, LLC | $204.7K |
| 14 | J.W. COLE ADVISORS, INC. | $200.8K |
| 15 | Farther Finance Advisors, LLC | $165.0K |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $40.7K |
| 17 | CoreCap Advisors, LLC | $36.4K |
| 18 | Cape Investment Advisory, Inc. | $32.8K |
| 19 | OLD SECOND NATIONAL BANK OF AURORA | $20.0K |
| 20 | SALEM INVESTMENT COUNSELORS INC | $14.2K |
| 21 | Capital Investment Advisory Services, LLC | $3.6K |
| 22 | SENTINEL TRUST CO LBA | $2.1K |
| 23 | FIRST COMMUNITY TRUST NA | $1.4K |
| 24 | F&V Capital Management, LLC | $248 |
Manager changes2026-06-30 vs 2026-03-3128 / 28 loaded
| # | ||
|---|---|---|
| 1 | +$2.8M | |
| 2 | +$1.4M | |
| 3 | +$1.1M | |
| 4 | +$511.1K | |
| 5 | +$474.9K | |
| 6 | +$321.9K | |
| 7 | +$277.3K | |
| 8 | +$259.7K | |
| 9 | +$200.8K | |
| 10 | +$32.8K | |
| 11 | +$20.6K | |
| 12 | +$3.6K | |
| 13 | +$2.4K | |
| 14 | +$940 | |
| 15 | +$141 | |
| 16 | +$94 | |
| 17 | +$17 | |
| 18 | -$1.2K | |
| 19 | -$4.1K | |
| 20 | -$49.7K | |
| 21 | -$62.3K | |
| 22 | -$299.1K | |
| 23 | -$457.5K | |
| 24 | -$487.7K | |
| 25 | -$2.3M | |
| 26 | -$6.1M | |
| 27 | -$10.7M | |
| 28 | -$12.4M |