Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $2.9M |
| 2 | CoreCap Advisors, LLC | $221.2K |
| 3 | LGT Financial Advisors LLC | $10.6K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$288.9K | |
| 2 | -$405 | |
| 3 | -$8.5K |
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $2.9M |
| 2 | CoreCap Advisors, LLC | $221.2K |
| 3 | LGT Financial Advisors LLC | $10.6K |
| # | ||
|---|---|---|
| 1 | +$288.9K | |
| 2 | -$405 | |
| 3 | -$8.5K |