Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Arista Wealth Management, LLC | $568.6K |
| 2 | KFG WEALTH MANAGEMENT, LLC | $326.0K |
| 3 | IFP Advisors, Inc | $31.9K |
| 4 | Farther Finance Advisors, LLC | $20.0K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$568.6K | |
| 2 | +$23.0K | |
| 3 | +$202 | |
| 4 | -$541 |