Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | KPP Advisory Services LLC | $783.9K |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $624.4K |
| 3 | Farther Finance Advisors, LLC | $357.5K |
| 4 | Optivise Advisory Services LLC | $201.4K |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $38.2K |
| 6 | IFP Advisors, Inc | $16.6K |
| 7 | LANARK FINANCIAL, INC. | $8.5K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$357.5K | |
| 2 | +$201.4K | |
| 3 | +$94.7K | |
| 4 | +$93.6K | |
| 5 | +$5.5K | |
| 6 | +$2.5K | |
| 7 | +$1.5K | |
| 8 | -$20.9K | |
| 9 | -$256.2K |