Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Client First Investment Management LLC | $119.1M |
| 2 | WEST MICHIGAN ADVISORS, LLC | $635.6K |
| 3 | Accel Wealth Management | $491.6K |
| 4 | SeaCrest Wealth Management, LLC | $374.2K |
| 5 | J2 Capital Management Inc | $212.3K |
| 6 | IFP Advisors, Inc | $118.4K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$18.7M | |
| 2 | +$212.3K | |
| 3 | +$153.9K | |
| 4 | +$45.3K | |
| 5 | +$15.1K | |
| 6 | $0 | |
| 7 | -$299.8K |