Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | $21.0M |
| 2 | Bright Futures Wealth Management, LLC. | $1.6M |
| 3 | 6th Street Advisors, LLC | $832.0K |
| 4 | Cyndeo Wealth Partners, LLC | $275.8K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$1.6M | |
| 3 | +$832.0K | |
| 4 | +$24.8K |