Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | IFP Advisors, Inc | $2.2M |
| 2 | Sound Income Strategies, LLC | $584.5K |
| 3 | Fiduciary Alliance LLC | $225.0K |
| 4 | GHP Investment Advisors, Inc. | $1.7K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$229.1K | |
| 2 | +$160.5K | |
| 3 | -$1.9K | |
| 4 | -$2.8K | |
| 5 | -$52.9K | |
| 6 | -$260.8K |