Snapshot holdings25 / 25 loaded
| # | ||
|---|---|---|
| 1 | Uncommon Cents Investing LLC | $1.5M |
| 2 | Shaker Financial Services, LLC | $1.4M |
| 3 | VAQUERO PRIVATE WEALTH, LTD | $1.3M |
| 4 | Diversified Trust Co | $732.2K |
| 5 | Formidable Asset Management, LLC | $525.3K |
| 6 | MERIDIAN INVESTMENT COUNSEL INC. | $481.2K |
| 7 | Accel Wealth Management | $458.8K |
| 8 | Confluence Wealth Services, Inc. | $368.6K |
| 9 | Evanson Financial, LLC | $296.5K |
| 10 | Approach Retirement Advisors, LLC | $260.5K |
| 11 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $255.7K |
| 12 | Capital Investment Advisory Services, LLC | $220.3K |
| 13 | Symmetry Partners, LLC | $214.6K |
| 14 | Noble Wealth Management PBC | $75.3K |
| 15 | LANARK FINANCIAL, INC. | $58.7K |
| 16 | IFP Advisors, Inc | $41.8K |
| 17 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $39.9K |
| 18 | ARMSTRONG ADVISORY GROUP, INC | $28.5K |
| 19 | Farther Finance Advisors, LLC | $27.0K |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $22.7K |
| 21 | SIGNATUREFD, LLC | $5.0K |
| 22 | ST GERMAIN D J CO INC | $2.9K |
| 23 | NEVILLE RODIE & SHAW INC | $472 |
| 24 | PARK AVENUE SECURITIES LLC | $295 |
| 25 | Stolper Co | $235 |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$220.3K | |
| 2 | +$214.6K | |
| 3 | +$162.7K | |
| 4 | +$70.4K | |
| 5 | +$41.8K | |
| 6 | +$39.9K | |
| 7 | +$38.9K | |
| 8 | +$37.4K | |
| 9 | +$26.6K | |
| 10 | +$25.6K | |
| 11 | +$13.9K | |
| 12 | +$13.6K | |
| 13 | +$4.0K | |
| 14 | +$1.8K | |
| 15 | +$1.5K | |
| 16 | +$1.3K | |
| 17 | +$1.2K | |
| 18 | +$265 | |
| 19 | +$173 | |
| 20 | +$25 | |
| 21 | +$13 | |
| 22 | +$1 | |
| 23 | -$32.0K |