Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Fortis Group Advisors, LLC | $481.8K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $444.4K |
| 3 | LANARK FINANCIAL, INC. | $15.3K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$177.6K | |
| 2 | +$128.5K | |
| 3 | +$15.3K |
| # | ||
|---|---|---|
| 1 | Fortis Group Advisors, LLC | $481.8K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $444.4K |
| 3 | LANARK FINANCIAL, INC. | $15.3K |
| # | ||
|---|---|---|
| 1 | +$177.6K | |
| 2 | +$128.5K | |
| 3 | +$15.3K |