Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | First Heartland Consultants, Inc. | $746.3K |
| 2 | Whitaker-Myers Wealth Managers, LTD. | $474.0K |
| 3 | EverSource Wealth Advisors, LLC | $448.6K |
| 4 | IFP Advisors, Inc | $57.1K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$163.3K | |
| 2 | +$123.4K | |
| 3 | +$10.7K | |
| 4 | -$51.3K |