Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $459.3K |
| 2 | Capricorn Fund Managers Ltd | $278.0K |
| 3 | CWA Asset Management Group, LLC | $117.3K |
| 4 | GRIMES & Co WEALTH MANAGEMENT, LLC | $83.4K |
| 5 | Rathbones Group PLC | $83.4K |
| 6 | Welch Group, LLC | $59.2K |
| 7 | Brookstone Capital Management | $45.0K |
| 8 | Apella Capital, LLC | $36.1K |
| 9 | Blue Trust, Inc. | $22.2K |
| 10 | City State Bank | $10.7K |
| 11 | AdvisorNet Financial, Inc | $10.4K |
| 12 | Hilltop National Bank | $4.2K |
| 13 | SBI Securities Co., Ltd. | $3.6K |
| 14 | Aspect Partners, LLC | $70 |
| 15 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $42 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$278.0K | |
| 2 | +$45.0K | |
| 3 | +$7.7K | |
| 4 | -$13 | |
| 5 | -$21 | |
| 6 | -$565 | |
| 7 | -$758 | |
| 8 | -$1.3K | |
| 9 | -$3.3K | |
| 10 | -$7.0K | |
| 11 | -$16.4K | |
| 12 | -$20.4K | |
| 13 | -$26.1K | |
| 14 | -$35.6K | |
| 15 | -$49.9K | |
| 16 | -$65.1K | |
| 17 | -$318.1K | |
| 18 | -$515.9K | |
| 19 | -$14.6M |