Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Summit Financial Strategies, Inc. | $231.2K |
| 2 | Spire Wealth Management | $23.1K |
| 3 | Kings Path Partners LLC | $4.2K |
| 4 | IFP Advisors, Inc | $2.2K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$231.2K | |
| 2 | +$2.2K | |
| 3 | +$736 | |
| 4 | -$7.2K | |
| 5 | -$292.0K |