Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Advisory Resource Group | $5.6M |
| 2 | Intrua Financial, LLC | $1.3M |
| 3 | CORA CAPITAL ADVISORS LLC | $327.6K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$403.1K | |
| 2 | +$20.8K | |
| 3 | -$6.0M |
| # | ||
|---|---|---|
| 1 | Advisory Resource Group | $5.6M |
| 2 | Intrua Financial, LLC | $1.3M |
| 3 | CORA CAPITAL ADVISORS LLC | $327.6K |
| # | ||
|---|---|---|
| 1 | +$403.1K | |
| 2 | +$20.8K | |
| 3 | -$6.0M |