Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Advisory Resource Group | $4.5M |
| 2 | Client First Investment Management LLC | $3.8M |
| 3 | Hidden Cove Wealth Management, LLC | $401.5K |
| 4 | Tactive Advisors, LLC | $330.0K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$3.8M | |
| 2 | +$450.7K | |
| 3 | +$37.0K | |
| 4 | +$32.4K |