Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | INDEPENDENT FINANCIAL GROUP, LLC | $797.4K |
| 2 | BEACON FINANCIAL GROUP | $494.8K |
| 3 | RAMSEY QUANTITATIVE SYSTEMS | $432.2K |
| 4 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $72.6K |
| 5 | Bogart Wealth, LLC | $37.0K |
| 6 | IFP Advisors, Inc | $171 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$432.2K | |
| 2 | +$254.0K | |
| 3 | +$37.0K | |
| 4 | +$171 | |
| 5 | -$903 | |
| 6 | -$1.1K | |
| 7 | -$7.5K | |
| 8 | -$23.5K | |
| 9 | -$37.6K | |
| 10 | -$375.2K | |
| 11 | -$442.8K | |
| 12 | -$1.9M | |
| 13 | -$7.9M |