Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Planned Solutions, Inc. | $5.8M |
| 2 | ERn Financial, LLC | $2.5M |
| 3 | PFG Investments, LLC | $1.7M |
| 4 | Formidable Asset Management, LLC | $756.8K |
| 5 | IFP Advisors, Inc | $11.9K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$276.6K | |
| 3 | +$119.6K | |
| 4 | +$2.7K | |
| 5 | -$37.5K |