Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Team Financial Group, LLC | $11.1M |
| 2 | IFP Advisors, Inc | $1.6M |
| 3 | PRAIRIE ADVISORY, LLC | $833.9K |
| 4 | Register Financial Advisors LLC | $85.2K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$895.6K | |
| 2 | +$43.3K | |
| 3 | +$7.2K | |
| 4 | -$83.2K | |
| 5 | -$836.1K |