Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | COURIER CAPITAL LLC | $5.5M |
| 2 | Financial Perspectives, Inc | $441.4K |
| 3 | KAVAR CAPITAL PARTNERS GROUP, LLC | $310.0K |
| 4 | Sovereign Financial Group, Inc. | $298.2K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $200.1K |
| 6 | SBI Securities Co., Ltd. | $120.0K |
| 7 | Capital Investment Advisory Services, LLC | $50.4K |
| 8 | HARBOR INVESTMENT ADVISORY, LLC | $26.6K |
| 9 | LRI Investments, LLC | $3.2K |
| 10 | LifeSteps Financial, Inc. | $2.9K |
| 11 | Lodestone Wealth Management LLC | $1.3K |
| 12 | Farther Finance Advisors, LLC | $288 |
| 13 | CX Institutional | $113 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$200.1K | |
| 2 | +$124.3K | |
| 3 | +$8.5K | |
| 4 | +$2.9K | |
| 5 | +$1.0K | |
| 6 | +$395 | |
| 7 | +$166 | |
| 8 | +$88 | |
| 9 | +$11 | |
| 10 | +$4 | |
| 11 | -$2 | |
| 12 | -$2 | |
| 13 | -$25 | |
| 14 | -$38.3K |