Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | UHLMANN PRICE SECURITIES, LLC | $184.7K |
| 2 | LANARK FINANCIAL, INC. | $28.1K |
| 3 | Golden State Wealth Management, LLC | $1.2K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | UHLMANN PRICE SECURITIES, LLC | $184.7K |
| 2 | LANARK FINANCIAL, INC. | $28.1K |
| 3 | Golden State Wealth Management, LLC | $1.2K |