Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $28.3M |
| 2 | KFG WEALTH MANAGEMENT, LLC | $18.7M |
| 3 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $451.9K |
| 4 | First Heartland Consultants, Inc. | $337.2K |
| 5 | Paladin Wealth, LLC | $203.2K |
| 6 | DHJJ Financial Advisors, Ltd. | $1.1K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$28.3M | |
| 2 | +$1.9M | |
| 3 | +$203.2K | |
| 4 | +$35.4K | |
| 5 | +$86 | |
| 6 | -$180.7K |