Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Strategic Blueprint, LLC | $716.4K |
| 2 | IFP Advisors, Inc | $454.0K |
| 3 | Madrona Financial Services, LLC | $386.3K |
| 4 | Foguth Wealth Management, LLC. | $204.1K |
| 5 | CX Institutional | $25 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$233.9K | |
| 2 | +$60.8K | |
| 3 | +$11.7K | |
| 4 | +$1 | |
| 5 | -$2.9K | |
| 6 | -$12.4K | |
| 7 | -$51.8K |