Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | LANARK FINANCIAL, INC. | $3.1M |
| 2 | Oxinas Partners, LLC | $2.3M |
| 3 | RFG Advisory, LLC | $2.1M |
| 4 | Bison Wealth, LLC | $891.5K |
| 5 | Wealthcare Advisory Partners LLC | $293.3K |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $117.1K |
| 7 | CoreCap Advisors, LLC | $101.8K |
| 8 | IFP Advisors, Inc | $28.5K |
| 9 | DHJJ Financial Advisors, Ltd. | $972 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$185.2K | |
| 2 | +$98.5K | |
| 3 | +$45.8K | |
| 4 | +$21.1K | |
| 5 | -$1 | |
| 6 | -$99 | |
| 7 | -$19.4K | |
| 8 | -$49.2K | |
| 9 | -$82.3K |