Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | LexAurum Advisors, LLC | $2.9M |
| 2 | KRAEMATON INVESTMENT ADVISORS, INC | $2.0M |
| 3 | Diligent Investors, LLC | $457.0K |
| 4 | LVZ, Inc. | $370.7K |
| 5 | PFS Partners, LLC | $345.8K |
| 6 | Capital Investment Advisory Services, LLC | $56.8K |
| 7 | DHJJ Financial Advisors, Ltd. | $17.2K |
| 8 | Farther Finance Advisors, LLC | $7.9K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$170.2K | |
| 2 | +$27.1K | |
| 3 | +$22.0K | |
| 4 | +$7.9K | |
| 5 | +$3.4K | |
| 6 | +$1.0K | |
| 7 | -$5.4K | |
| 8 | -$90.1K | |
| 9 | -$280.8K |