Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Friedenthal Financial | $6.0M |
| 2 | Prospera Financial Services Inc | $437.2K |
| 3 | EverSource Wealth Advisors, LLC | $387.8K |
| 4 | Golden State Wealth Management, LLC | $105.7K |
| 5 | Harbor Asset Planning, Inc. | $90.8K |
| 6 | Triumph Capital Management | $31.3K |
| 7 | PARK AVENUE SECURITIES LLC | $414 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$943.6K | |
| 2 | +$387.8K | |
| 3 | +$76.3K | |
| 4 | +$15.9K | |
| 5 | +$5.5K | |
| 6 | -$87 | |
| 7 | -$4.2K |