Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Uncommon Cents Investing LLC | $21.3M |
| 2 | Noble Wealth Management PBC | $3.1M |
| 3 | ZAZOVE ASSOCIATES LLC | $1.7M |
| 4 | PFG Investments, LLC | $1.6M |
| 5 | Wealthcare Advisory Partners LLC | $379.8K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $338.0K |
| 7 | DECISION INVESTMENTS, INC | $325.9K |
| 8 | Cardinal Point Capital Management ULC | $260.2K |
| 9 | HM PAYSON & CO | $156.1K |
| 10 | LANARK FINANCIAL, INC. | $67.2K |
| 11 | Farther Finance Advisors, LLC | $51.4K |
| 12 | Ritter Daniher Financial Advisory LLC / DE | $26.0K |
| 13 | GHP Investment Advisors, Inc. | $10.4K |
| 14 | JFS WEALTH ADVISORS, LLC | $1.5K |
| 15 | Cape Investment Advisory, Inc. | $1.0K |
| 16 | Fruth Investment Management | $390 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$1.0K | |
| 2 | -$75 | |
| 3 | -$279 | |
| 4 | -$5.0K | |
| 5 | -$12.8K | |
| 6 | -$20.6K | |
| 7 | -$30.0K | |
| 8 | -$50.0K | |
| 9 | -$52.5K | |
| 10 | -$65.0K | |
| 11 | -$72.9K | |
| 12 | -$260.5K | |
| 13 | -$319.2K | |
| 14 | -$416.6K | |
| 15 | -$1.6M | |
| 16 | -$2.2M | |
| 17 | -$4.5M |