Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Composition Wealth, LLC | $638.6K |
| 2 | Allegheny Financial Group | $480.9K |
| 3 | PFG Investments, LLC | $454.0K |
| 4 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $241.4K |
| 5 | SOA Wealth Advisors, LLC. | $82.3K |
| 6 | DHJJ Financial Advisors, Ltd. | $58.7K |
| 7 | FIRST COMMUNITY TRUST NA | $48.9K |
| 8 | Farther Finance Advisors, LLC | $10.3K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$330.8K | |
| 2 | +$241.4K | |
| 3 | +$165.5K | |
| 4 | +$142.2K | |
| 5 | +$25.8K | |
| 6 | +$18.4K | |
| 7 | +$15.3K | |
| 8 | +$3.1K |