Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Southland Equity Partners LLC | $2.3M |
| 2 | CRA Financial Services, LLC | $515.6K |
| 3 | Dynamic Advisor Solutions LLC | $320.1K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $217.9K |
| 5 | Physician Wealth Advisors, Inc. | $131.3K |
| 6 | IFP Advisors, Inc | $107.8K |
| 7 | DHJJ Financial Advisors, Ltd. | $459 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$172.8K | |
| 2 | +$30.4K | |
| 3 | +$24.2K | |
| 4 | +$16.4K | |
| 5 | +$9.9K | |
| 6 | +$8.1K | |
| 7 | +$34 |