Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Demars Financial Group, LLC | $2.8M |
| 2 | Dynamic Advisor Solutions LLC | $1.7M |
| 3 | Brookstone Capital Management | $1.7M |
| 4 | BIRCH FINANCIAL GROUP, LLC | $1.2M |
| 5 | Independent Wealth Network Inc. | $341.6K |
| 6 | Fortis Group Advisors, LLC | $239.2K |
| 7 | IFP Advisors, Inc | $44.0K |
| 8 | Main Street Group, LTD | $22.0K |
| 9 | LANARK FINANCIAL, INC. | $13.5K |
| 10 | CoreCap Advisors, LLC | $6.1K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$832.4K | |
| 2 | +$710.0K | |
| 3 | +$353.4K | |
| 4 | +$348.9K | |
| 5 | +$341.6K | |
| 6 | +$239.2K | |
| 7 | +$22.0K | |
| 8 | +$18.0K | |
| 9 | +$13.5K | |
| 10 | +$2.5K | |
| 11 | -$259.3K |