Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Prospera Financial Services Inc | $609.5K |
| 2 | PFG Advisors | $378.1K |
| 3 | Farther Finance Advisors, LLC | $20.5K |
| 4 | MB, LEVIS & ASSOCIATES, LLC | $10.7K |
| 5 | IFP Advisors, Inc | $1.8K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$378.1K | |
| 2 | +$10.7K | |
| 3 | +$577 | |
| 4 | +$11 | |
| 5 | -$3.7K | |
| 6 | -$164.5K |