Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | IFP Advisors, Inc | $40.0K |
| 2 | Farther Finance Advisors, LLC | $9.8K |
| 3 | Spire Wealth Management | $6.1K |
| 4 | LifeSteps Financial, Inc. | $2.5K |
| 5 | CoreCap Advisors, LLC | $2.0K |
| 6 | Activest Wealth Management | $1.4K |
| 7 | ALBION FINANCIAL GROUP /UT | $345 |
| 8 | SOA Wealth Advisors, LLC. | $100 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$9.8K | |
| 2 | +$6.7K | |
| 3 | +$2.5K | |
| 4 | +$1.0K | |
| 5 | +$331 | |
| 6 | +$244 | |
| 7 | +$58 | |
| 8 | +$17 | |
| 9 | -$3.3K | |
| 10 | -$5.4K |