Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | ANDERSON HOAGLAND & CO | $11.0M |
| 2 | Hartford Financial Management Inc. | $2.6M |
| 3 | TRUST CO OF TOLEDO NA /OH/ | $2.1M |
| 4 | Mraz, Amerine & Associates, Inc. | $1.3M |
| 5 | Breakwater Capital Group | $812.6K |
| 6 | Northside Capital Management, LLC | $672.8K |
| 7 | Cordoba Advisory Partners LLC | $571.6K |
| 8 | Gradient Capital Advisors, LLC | $528.1K |
| 9 | Triumph Capital Management | $323.1K |
| 10 | Barry Investment Advisors, LLC | $305.1K |
| 11 | FIFTH THIRD SECURITIES, INC. | $252.9K |
| 12 | Centurion Wealth Management LLC | $213.2K |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $44.6K |
| 14 | LifeSteps Financial, Inc. | $40.3K |
| 15 | Allied Private Wealth LLC | $21.3K |
| 16 | Financial Perspectives, Inc | $15.7K |
| 17 | WestEnd Advisors, LLC | $3.0K |
| 18 | Princeton Global Asset Management LLC | $1.2K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$2.6M | |
| 2 | +$252.9K | |
| 3 | +$239.8K | |
| 4 | +$104.0K | |
| 5 | +$86.9K | |
| 6 | +$40.3K | |
| 7 | +$39.9K | |
| 8 | +$26.8K | |
| 9 | +$25.6K | |
| 10 | +$19.8K | |
| 11 | +$17.1K | |
| 12 | +$9.0K | |
| 13 | +$6.3K | |
| 14 | +$1.2K | |
| 15 | +$850 | |
| 16 | +$621 | |
| 17 | +$89 | |
| 18 | -$266.2K |