Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | TCFG Investment Advisors, LLC | $542.7K |
| 2 | D.A. DAVIDSON & CO. | $302.7K |
| 3 | PFG Investments, LLC | $294.5K |
| 4 | Key Client Fiduciary Advisors, LLC | $256.5K |
| 5 | Capital Investment Advisory Services, LLC | $12.3K |
| 6 | DHJJ Financial Advisors, Ltd. | $1.1K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded