Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | $17.1M |
| 2 | Cyndeo Wealth Partners, LLC | $272.1K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$21.5K |
| # | ||
|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | $17.1M |
| 2 | Cyndeo Wealth Partners, LLC | $272.1K |
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$21.5K |