Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Austin Wealth Management, LLC | $5.8M |
| 2 | Professional Financial Advisors, LLC | $1.9M |
| 3 | Composition Wealth, LLC | $965.0K |
| 4 | LANARK FINANCIAL, INC. | $24.3K |
| 5 | IFP Advisors, Inc | $8.9K |
| 6 | AdvisorNet Financial, Inc | $1.7K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$687.1K | |
| 2 | +$86.5K | |
| 3 | +$654 | |
| 4 | +$239 | |
| 5 | -$3.4K | |
| 6 | -$47.8K |