Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Capital Investment Advisory Services, LLC | $1.1M |
| 2 | Farther Finance Advisors, LLC | $343.7K |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $223.0K |
| 4 | IFP Advisors, Inc | $49.3K |
| 5 | CoreCap Advisors, LLC | $10.3K |
| 6 | JFS WEALTH ADVISORS, LLC | $154 |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$13.8K | |
| 2 | +$2.5K | |
| 3 | +$154 | |
| 4 | +$102 | |
| 5 | -$10.5K | |
| 6 | -$44.0K |