Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Fearless Solutions, LLC dba Best Invest | $923.2K |
| 2 | IFP Advisors, Inc | $820.3K |
| 3 | William Mack & Associates, Inc. | $784.1K |
| 4 | KERR FINANCIAL PLANNING Corp | $52.6K |
| 5 | LANARK FINANCIAL, INC. | $29.9K |
| 6 | SBI Securities Co., Ltd. | $4.6K |
| 7 | Aurora Private Wealth, Inc. | $220 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$784.1K | |
| 2 | +$334.6K | |
| 3 | +$167.4K | |
| 4 | +$1.8K | |
| 5 | +$1.2K | |
| 6 | +$268 | |
| 7 | -$157 |