Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | IFP Advisors, Inc | $378.6K |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $355.8K |
| 3 | Diligent Investors, LLC | $217.7K |
| 4 | Beaird Harris Wealth Management, LLC | $20.2K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$1.8K | |
| 2 | -$1.0K | |
| 3 | -$10.9K | |
| 4 | -$25.9K |