Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Diligent Investors, LLC | $1.1M |
| 2 | Owen LaRue, LLC | $955.1K |
| 3 | Madrona Financial Services, LLC | $569.2K |
| 4 | LANARK FINANCIAL, INC. | $401.6K |
| 5 | Foguth Wealth Management, LLC. | $357.9K |
| 6 | Apollon Wealth Management, LLC | $350.0K |
| 7 | HBW ADVISORY SERVICES LLC | $348.5K |
| 8 | Brookstone Capital Management | $260.4K |
| 9 | Capital Investment Advisory Services, LLC | $148.3K |
| 10 | EVOLUTION WEALTH MANAGEMENT INC. | $114.8K |
| 11 | DHJJ Financial Advisors, Ltd. | $79.8K |
| 12 | Noble Wealth Management PBC | $28.9K |
| 13 | CX Institutional | $32 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$569.2K | |
| 2 | +$350.0K | |
| 3 | +$76.2K | |
| 4 | +$2.6K | |
| 5 | +$1.8K | |
| 6 | +$1.2K | |
| 7 | +$1 | |
| 8 | -$3.4K | |
| 9 | -$11.8K | |
| 10 | -$12.1K | |
| 11 | -$20.0K | |
| 12 | -$29.4K | |
| 13 | -$665.9K |