Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Northland Capital Management LLC | $12.1M |
| 2 | Crumly & Associates Inc. | $897.9K |
| 3 | Presidio Capital Management, LLC | $484.7K |
| 4 | Castleview Partners, LLC | $472.1K |
| 5 | KOM Wealth Management Group, LLC | $245.8K |
| 6 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $69.7K |
| 7 | Lodestone Wealth Management LLC | $18.0K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$12.1M | |
| 2 | +$897.9K | |
| 3 | +$484.7K | |
| 4 | +$472.1K | |
| 5 | +$245.8K | |
| 6 | +$69.7K | |
| 7 | +$18.0K |