Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Amplius Wealth Advisors, LLC | $566.4K |
| 2 | PFG Advisors | $536.9K |
| 3 | Investment Partners Asset Management, Inc. | $331.9K |
| 4 | Sound Income Strategies, LLC | $267.2K |
| 5 | Cyr Financial Inc. | $224.7K |
| 6 | Cyndeo Wealth Partners, LLC | $212.8K |
| 7 | BURKETT FINANCIAL SERVICES, LLC | $41.0K |
| 8 | IFP Advisors, Inc | $23.5K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$41.0K | |
| 2 | +$29.2K | |
| 3 | +$12.6K | |
| 4 | +$7.4K | |
| 5 | +$7.2K | |
| 6 | +$5.0K | |
| 7 | +$5.0K | |
| 8 | +$524 | |
| 9 | -$30.0K |