Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Hudson Value Partners, LLC | $4.6M |
| 2 | Cross Staff Investments Inc | $1.5M |
| 3 | Farther Finance Advisors, LLC | $1.1M |
| 4 | GK Wealth Management LLC | $912.6K |
| 5 | Strategic Blueprint, LLC | $597.4K |
| 6 | AMERICAN NATIONAL BANK & TRUST | $540.2K |
| 7 | Prospera Financial Services Inc | $530.1K |
| 8 | Investment Partners Asset Management, Inc. | $434.6K |
| 9 | Revisor Wealth Management LLC | $282.7K |
| 10 | Cohalo Advisory LLC | $58.3K |
| 11 | Main Street Group, LTD | $54.7K |
| 12 | Capital Investment Advisory Services, LLC | $19.2K |
| 13 | Wagner Wealth Management, LLC | $19.0K |
| 14 | Oakworth Capital, Inc. | $5.7K |
| 15 | EverSource Wealth Advisors, LLC | $4.2K |
| 16 | AdvisorNet Financial, Inc | $2.8K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$912.6K | |
| 3 | +$344.4K | |
| 4 | +$282.7K | |
| 5 | +$142.3K | |
| 6 | +$115.6K | |
| 7 | +$114.6K | |
| 8 | +$106.6K | |
| 9 | +$69.5K | |
| 10 | +$19.2K | |
| 11 | +$12.9K | |
| 12 | +$12.5K | |
| 13 | +$5.7K | |
| 14 | +$4.3K | |
| 15 | +$4.2K | |
| 16 | +$645 |