Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Prospera Financial Services Inc | $9.6M |
| 2 | WORLD EQUITY GROUP, INC. | $745.3K |
| 3 | EWA, LLC | $624.3K |
| 4 | Holos Integrated Wealth LLC | $285.5K |
| 5 | Key FInancial Inc | $9.7K |
| 6 | EverSource Wealth Advisors, LLC | $7.3K |
| 7 | LANARK FINANCIAL, INC. | $7.1K |
| 8 | Farther Finance Advisors, LLC | $3.5K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$624.3K | |
| 2 | +$621.7K | |
| 3 | +$152.7K | |
| 4 | +$41.7K | |
| 5 | +$2.0K | |
| 6 | +$1.5K | |
| 7 | +$1.5K | |
| 8 | +$701 |