Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | NEW WAVE WEALTH ADVISORS LLC | $2.1M |
| 2 | Prospera Financial Services Inc | $848.2K |
| 3 | Sage Capital Advisors,llc | $426.0K |
| 4 | DHJJ Financial Advisors, Ltd. | $9.0K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$644.6K | |
| 2 | +$239.1K | |
| 3 | +$30.7K | |
| 4 | +$650 |