Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Family Investment Center, Inc. | $1.5M |
| 2 | IFP Advisors, Inc | $427.5K |
| 3 | Sowell Financial Services LLC | $289.0K |
| 4 | Farther Finance Advisors, LLC | $8.8K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$155.1K | |
| 2 | +$52.0K | |
| 3 | +$35.1K | |
| 4 | -$1.4K | |
| 5 | -$261.5K |