Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Kozak & Associates, Inc. | $25.3M |
| 2 | Foguth Wealth Management, LLC. | $20.6M |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$25.3M | |
| 2 | +$1.4M |
| # | ||
|---|---|---|
| 1 | Kozak & Associates, Inc. | $25.3M |
| 2 | Foguth Wealth Management, LLC. | $20.6M |
| # | ||
|---|---|---|
| 1 | +$25.3M | |
| 2 | +$1.4M |