Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Embree Financial Group | $2.1M |
| 2 | RFG Advisory, LLC | $1.3M |
| 3 | Farther Finance Advisors, LLC | $1.2M |
| 4 | United Asset Strategies, Inc. | $986.2K |
| 5 | BENJAMIN EDWARDS INC | $823.2K |
| 6 | Triumph Capital Management | $785 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$241.3K | |
| 3 | +$90.7K | |
| 4 | +$53.8K | |
| 5 | +$654 | |
| 6 | +$456 | |
| 7 | -$310.0K |