Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | HOWARD FINANCIAL SERVICES, LTD. | $402.0K |
| 2 | Pacific Excel Wealth Advisors, Inc. | $110.9K |
| 3 | IFP Advisors, Inc | $335 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$144.0K | |
| 2 | +$110.9K | |
| 3 | +$335 | |
| 4 | -$158 |
| # | ||
|---|---|---|
| 1 | HOWARD FINANCIAL SERVICES, LTD. | $402.0K |
| 2 | Pacific Excel Wealth Advisors, Inc. | $110.9K |
| 3 | IFP Advisors, Inc | $335 |
| # | ||
|---|---|---|
| 1 | +$144.0K | |
| 2 | +$110.9K | |
| 3 | +$335 | |
| 4 | -$158 |