Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Diligent Investors, LLC | $1.3M |
| 2 | IFP Advisors, Inc | $477.0K |
| 3 | PFS Partners, LLC | $378.4K |
| 4 | Foguth Wealth Management, LLC. | $228.3K |
| 5 | Triumph Capital Management | $65.1K |
| 6 | DHJJ Financial Advisors, Ltd. | $61.8K |
| 7 | Farther Finance Advisors, LLC | $44.8K |
| 8 | Capital Investment Advisory Services, LLC | $7.2K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$249.2K | |
| 2 | +$44.8K | |
| 3 | +$7.0K | |
| 4 | +$2.9K | |
| 5 | +$2.8K | |
| 6 | +$1.3K | |
| 7 | -$331 | |
| 8 | -$27.7K | |
| 9 | -$87.5K | |
| 10 | -$206.7K | |
| 11 | -$268.4K | |
| 12 | -$298.5K |