Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $624.2K |
| 2 | WINNACLE WEALTH LLC | $284.0K |
| 3 | SteelPeak Wealth, LLC | $181.0K |
| 4 | Capital Investment Advisory Services, LLC | $14.5K |
| 5 | Triumph Capital Management | $3.3K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$284.0K | |
| 2 | +$16.5K | |
| 3 | -$654 | |
| 4 | -$1.7K | |
| 5 | -$243.3K |