Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Prospera Financial Services Inc | $2.9M |
| 2 | Meridian Financial Advisors, LLC | $2.1M |
| 3 | D.A. DAVIDSON & CO. | $238.3K |
| 4 | PFG Advisors | $230.5K |
| 5 | Quest 10 Wealth Builders, Inc. | $3.8K |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $1.1K |
| 7 | GAMMA Investing LLC | $1.0K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | -$3 | |
| 2 | -$11 | |
| 3 | -$688 | |
| 4 | -$35.4K | |
| 5 | -$44.1K | |
| 6 | -$51.5K | |
| 7 | -$182.7K | |
| 8 | -$364.5K |