Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Diligent Investors, LLC | $2.6M |
| 2 | Brookstone Capital Management | $1.1M |
| 3 | LifeWealth Investments, LLC | $603.8K |
| 4 | PFS Partners, LLC | $275.8K |
| 5 | IFP Advisors, Inc | $177.9K |
| 6 | DHJJ Financial Advisors, Ltd. | $155.6K |
| 7 | Farther Finance Advisors, LLC | $16.8K |
| 8 | CX Institutional | $11 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$154.4K | |
| 2 | +$137.0K | |
| 3 | +$35.4K | |
| 4 | +$16.8K | |
| 5 | +$4.7K | |
| 6 | $0 | |
| 7 | -$8.7K | |
| 8 | -$157.1K |