Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Diligent Investors, LLC | $1.1M |
| 2 | Comprehensive Financial Consultants Institutional, Inc. | $697.9K |
| 3 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $250.3K |
| 4 | Ignite Planners, LLC | $229.7K |
| 5 | IFP Advisors, Inc | $197.1K |
| 6 | LANARK FINANCIAL, INC. | $61.4K |
| 7 | DHJJ Financial Advisors, Ltd. | $39.8K |
| 8 | Triumph Capital Management | $26.3K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$102.6K | |
| 2 | +$41.4K | |
| 3 | +$21.0K | |
| 4 | +$20.5K | |
| 5 | +$4.7K | |
| 6 | +$3.7K | |
| 7 | +$2.4K | |
| 8 | -$160.8K |