Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Amplius Wealth Advisors, LLC | $2.2M |
| 2 | Secure Asset Management, LLC | $206.3K |
| 3 | ARMSTRONG ADVISORY GROUP, INC | $50.1K |
| 4 | IFP Advisors, Inc | $2.9K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$206.3K | |
| 2 | +$50.1K | |
| 3 | +$40 | |
| 4 | -$80.9K | |
| 5 | -$217.9K | |
| 6 | -$236.7K |