Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Kaydan Wealth Management, Inc. | $753.3K |
| 2 | Symphony Financial Services, Inc. | $531.0K |
| 3 | BridgePort Financial Solutions, LLC | $227.8K |
| 4 | CoreCap Advisors, LLC | $156.3K |
| 5 | Golden State Wealth Management, LLC | $37.1K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$67.2K | |
| 2 | +$35.5K | |
| 3 | +$20.3K | |
| 4 | +$13.9K | |
| 5 | +$3.3K |