Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Amplius Wealth Advisors, LLC | $733.2K |
| 2 | Camelot Portfolios, LLC | $712.7K |
| 3 | Investment Partners Asset Management, Inc. | $609.1K |
| 4 | Owen LaRue, LLC | $496.0K |
| 5 | PFG Advisors | $329.4K |
| 6 | Sound Income Strategies, LLC | $213.3K |
| 7 | Farther Finance Advisors, LLC | $30.3K |
| 8 | IFP Advisors, Inc | $8.6K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$76.2K | |
| 2 | +$34.4K | |
| 3 | +$19.0K | |
| 4 | +$8.6K | |
| 5 | +$5.3K | |
| 6 | +$2.6K | |
| 7 | -$182 | |
| 8 | -$84.5K |