Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | FLAGSTAR SECURITIES, INC | $2.3M |
| 2 | Intrua Financial, LLC | $1.5M |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $983.2K |
| 4 | EASTERN BANK | $232.7K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$1.5M | |
| 3 | +$983.2K | |
| 4 | +$232.7K |