Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | First Heartland Consultants, Inc. | $9.1M |
| 2 | Flaharty Asset Management, LLC | $2.2M |
| 3 | Scarborough Advisors, LLC | $1.9M |
| 4 | RFG Advisory, LLC | $1.8M |
| 5 | Farther Finance Advisors, LLC | $803.0K |
| 6 | Encompass More Asset Management | $422.4K |
| 7 | Aprio Wealth Management, LLC | $220.5K |
| 8 | GILPIN WEALTH MANAGEMENT, LLC | $44.0K |
| 9 | WEBSTER BANK, N. A. | $21.4K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $15.3K |
| 11 | IFP Advisors, Inc | $2.4K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$1.3M | |
| 3 | +$765.5K | |
| 4 | +$253.2K | |
| 5 | +$44.0K | |
| 6 | +$11.9K | |
| 7 | +$3 | |
| 8 | -$121 | |
| 9 | -$159 | |
| 10 | -$4.8K | |
| 11 | -$53.5K | |
| 12 | -$26.4M |