Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $978.7K |
| 2 | Farther Finance Advisors, LLC | $360.0K |
| 3 | CHAPIN DAVIS, INC. | $322.8K |
| 4 | CGC Financial Services, LLC | $185.8K |
| 5 | Piscataqua Savings Bank | $133.0K |
| 6 | CoreCap Advisors, LLC | $79.8K |
| 7 | PFS Partners, LLC | $68.3K |
| 8 | IFP Advisors, Inc | $32.8K |
| 9 | HM PAYSON & CO | $31.9K |
| 10 | Mosley Wealth Management | $24.5K |
| 11 | CrossGen Wealth, LLC | $12.9K |
| 12 | Creative Capital Management Investments LLC | $12.4K |
| 13 | GODSEY & GIBB, INC | $12.4K |
| 14 | Financial Management Professionals, Inc. | $2.9K |
| 15 | Signature Resources Capital Management, LLC | $229 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$329.4K | |
| 2 | +$280.9K | |
| 3 | +$185.8K | |
| 4 | +$24.5K | |
| 5 | +$12.9K | |
| 6 | -$1 | |
| 7 | -$15 | |
| 8 | -$63 | |
| 9 | -$163 | |
| 10 | -$350 | |
| 11 | -$383 | |
| 12 | -$681 | |
| 13 | -$1.5K | |
| 14 | -$1.7K | |
| 15 | -$1.7K | |
| 16 | -$4.4K | |
| 17 | -$7.3K | |
| 18 | -$573.1K | |
| 19 | -$652.5K |