Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Bison Wealth, LLC | $876.3K |
| 2 | First Heartland Consultants, Inc. | $579.5K |
| 3 | Accurate Wealth Management, LLC | $333.3K |
| 4 | Patriot Financial Group Insurance Agency, LLC | $312.4K |
| 5 | Focus Financial Network, Inc. | $242.5K |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $240.2K |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $210.2K |
| 8 | AdvisorNet Financial, Inc | $59.6K |
| 9 | Spire Wealth Management | $57.7K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$240.2K | |
| 2 | +$34.0K | |
| 3 | +$23.5K | |
| 4 | +$12.7K | |
| 5 | +$4.4K | |
| 6 | +$4.2K | |
| 7 | -$28.1K | |
| 8 | -$58.5K | |
| 9 | -$266.4K |