Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $312.7K |
| 2 | BDFS Capital LLC | $304.4K |
| 3 | RFG Advisory, LLC | $273.5K |
| 4 | BENJAMIN EDWARDS INC | $211.8K |
| 5 | Capital Investment Advisory Services, LLC | $207.3K |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $53.3K |
| 7 | DHJJ Financial Advisors, Ltd. | $174 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$53.3K | |
| 2 | +$10.7K | |
| 3 | +$10.4K | |
| 4 | +$9.4K | |
| 5 | +$7.3K | |
| 6 | +$6 | |
| 7 | -$118.9K |