Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Systelligence, LLC | $11.8M |
| 2 | Thomasville National Bank | $7.2M |
| 3 | SFG Wealth Management, LLC. | $990.5K |
| 4 | Farther Finance Advisors, LLC | $32.9K |
| 5 | IFP Advisors, Inc | $6.6K |
| 6 | ATWOOD & PALMER INC | $6.3K |
| 7 | Tradewinds Capital Management, LLC | $5.2K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$2.7M | |
| 2 | +$561.2K | |
| 3 | +$6.8K | |
| 4 | +$1.4K | |
| 5 | +$1.2K | |
| 6 | -$2 | |
| 7 | -$28.8K |