Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Fifth Third Wealth Advisors LLC | $1.5M |
| 2 | Smith Thornton Advisors LLC | $1.1M |
| 3 | Investors Research Corp | $1.0M |
| 4 | YARGER WEALTH STRATEGIES, LLC | $464.3K |
| 5 | EverSource Wealth Advisors, LLC | $186.8K |
| 6 | Golden State Wealth Management, LLC | $151.0K |
| 7 | ALBION FINANCIAL GROUP /UT | $23.3K |
| 8 | SIGNATUREFD, LLC | $19.0K |
| 9 | LRI Investments, LLC | $18.1K |
| 10 | HIGHLINE WEALTH PARTNERS LLC | $11 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$282.7K | |
| 2 | +$32.1K | |
| 3 | +$29.8K | |
| 4 | +$8.8K | |
| 5 | +$918 | |
| 6 | +$750 | |
| 7 | +$713 | |
| 8 | +$1 | |
| 9 | -$80.7K | |
| 10 | -$140.1K |