Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $451.5K |
| 2 | Clarus Group, Inc. | $286.0K |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $222.5K |
| 4 | Triumph Capital Management | $721 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$39.1K | |
| 2 | +$20.9K | |
| 3 | +$99 | |
| 4 | -$18.4K |