Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Independent Wealth Network Inc. | $6.7M |
| 2 | PUFF WEALTH MANAGEMENT, LLC | $2.5M |
| 3 | Oregon Pacific Wealth Management, LLC | $796.0K |
| 4 | PFG Advisors | $691.1K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $615.1K |
| 6 | Sound Income Strategies, LLC | $351.9K |
| 7 | Noble Wealth Management PBC | $219.8K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$691.1K | |
| 2 | +$615.1K | |
| 3 | +$555.8K | |
| 4 | +$351.9K | |
| 5 | +$83.4K | |
| 6 | +$6.5K |