Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | First Heartland Consultants, Inc. | $1.0M |
| 2 | Plan A Wealth LLC | $518.9K |
| 3 | Strategic Blueprint, LLC | $457.6K |
| 4 | IFP Advisors, Inc | $221.4K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$141.7K | |
| 2 | +$98.3K | |
| 3 | +$67.5K | |
| 4 | +$39.9K | |
| 5 | -$5.4K |