Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Bison Wealth, LLC | $25.4M |
| 2 | IFP Advisors, Inc | $1.1M |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $470.7K |
| 4 | PMG Family Office LLC | $446.9K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$3.5M | |
| 2 | +$460.1K | |
| 3 | +$446.9K | |
| 4 | -$10.8K | |
| 5 | -$34.0K |