Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | AlphaCentric Advisors LLC | $362.0K |
| 2 | Farther Finance Advisors, LLC | $155.7K |
| 3 | LANDAAS & CO /WI /ADV | $33.5K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $18.1K |
| 5 | LEE DANNER & BASS INC | $18.1K |
| 6 | ARMSTRONG ADVISORY GROUP, INC | $10.0K |
| 7 | SBI Securities Co., Ltd. | $5.2K |
| 8 | MassMutual Private Wealth & Trust, FSB | $3.6K |
| 9 | Crews Bank & Trust | $2.7K |
| 10 | KERR FINANCIAL PLANNING Corp | $1.8K |
| 11 | SIMS INVESTMENT MANAGEMENT, LLC | $1.1K |
| 12 | IFP Advisors, Inc | $380 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$51.5K | |
| 2 | +$2.7K | |
| 3 | +$1.1K | |
| 4 | +$432 | |
| 5 | -$34 | |
| 6 | -$115 | |
| 7 | -$520 | |
| 8 | -$1.4K | |
| 9 | -$2.6K | |
| 10 | -$2.6K | |
| 11 | -$4.8K | |
| 12 | -$12.9K |