Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Townsend & Associates, Inc | $16.0M |
| 2 | 4J Wealth Management LLC | $906.2K |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $561.9K |
| 4 | IFP Advisors, Inc | $50.1K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$906.2K | |
| 2 | +$561.9K | |
| 3 | +$50.1K | |
| 4 | -$1.6M |