Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | SWMG, LLC | $803.1K |
| 2 | Southland Equity Partners LLC | $466.5K |
| 3 | Cape Investment Advisory, Inc. | $144.2K |
| 4 | IFP Advisors, Inc | $137.5K |
| 5 | Physician Wealth Advisors, Inc. | $21.4K |
| 6 | RED REEF ADVISORS LLC | $19.4K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$803.1K | |
| 2 | +$466.5K | |
| 3 | +$144.2K | |
| 4 | +$137.5K | |
| 5 | +$21.4K | |
| 6 | +$19.4K |