Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Brookstone Capital Management | $337.5K |
| 2 | Southland Equity Partners LLC | $327.7K |
| 3 | Physician Wealth Advisors, Inc. | $41.7K |
| 4 | DHJJ Financial Advisors, Ltd. | $10.5K |
| 5 | IFP Advisors, Inc | $501 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$2.7K | |
| 2 | +$780 | |
| 3 | +$37 | |
| 4 | -$8.1K | |
| 5 | -$11.5K |