Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | First Pacific Financial | $23.0M |
| 2 | BSW Wealth Partners | $2.2M |
| 3 | PFG Investments, LLC | $1.4M |
| 4 | Dynamic Advisor Solutions LLC | $303.9K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$4.3M | |
| 2 | +$632.8K | |
| 3 | +$349.1K | |
| 4 | +$79.2K |