Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | First Heartland Consultants, Inc. | $272.7K |
| 2 | LVW Advisors, LLC | $208.8K |
| 3 | FIRST HORIZON CORP | $100.7K |
| 4 | Grove Bank & Trust | $87.3K |
| 5 | Farther Finance Advisors, LLC | $83.3K |
| 6 | IFP Advisors, Inc | $72.7K |
| 7 | Triumph Capital Management | $48.8K |
| 8 | EverSource Wealth Advisors, LLC | $9.0K |
| 9 | Cape Investment Advisory, Inc. | $4.2K |
| 10 | CX Institutional | $19 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$100.7K | |
| 2 | +$4.2K | |
| 3 | +$3.9K | |
| 4 | +$1.6K | |
| 5 | +$1.2K | |
| 6 | +$523 | |
| 7 | +$169 | |
| 8 | -$1 | |
| 9 | -$4.4K | |
| 10 | -$73.1K | |
| 11 | -$1.1M |