Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | MBL Wealth, LLC | $7.8M |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $180.8K |
| 3 | IFP Advisors, Inc | $95.5K |
| 4 | Farther Finance Advisors, LLC | $17.3K |
| 5 | DHJJ Financial Advisors, Ltd. | $173 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$6.0M | |
| 2 | +$180.8K | |
| 3 | -$771 | |
| 4 | -$1.6K | |
| 5 | -$5.8K |