Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $6.4M |
| 2 | WT Wealth Management | $1.1M |
| 3 | PFG Advisors | $374.4K |
| 4 | Versant Capital Management, Inc | $204.2K |
| 5 | LifeSteps Financial, Inc. | $1.5K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$759.3K | |
| 2 | +$485.7K | |
| 3 | +$374.4K | |
| 4 | +$15.4K | |
| 5 | +$1.5K | |
| 6 | -$2.4K |