Filing Research
Snapshot holdings
#
1Foster Group, Inc.$294.0K
2Larry Mathis Financial Planning, LLC$250.0K
3Curated Wealth Partners LLC$236.3K
4Police & Firemen's Retirement System of New Jersey$95.6K
5West Financial Advisors, LLC$23.8K
6GAMMA Investing LLC$10.0K
7City State Bank$7.1K
8EverSource Wealth Advisors, LLC$3.0K
9MassMutual Private Wealth & Trust, FSB$1.5K
10IFP Advisors, Inc$1.3K
11True Wealth Design, LLC$1.2K
12Farther Finance Advisors, LLC$535
13Physician Wealth Advisors, Inc.$504
14Fortitude Family Office, LLC$444
15SJS Investment Consulting Inc.$119
Manager changes
#
1
Curated Wealth Partners LLC
+$236.3K
2
Police & Firemen's Retirement System of New Jersey
+$45.7K
3
Foster Group, Inc.
+$16.0K
4
Larry Mathis Financial Planning, LLC
+$11.7K
5
GAMMA Investing LLC
+$2.6K
6
West Financial Advisors, LLC
+$1.1K
7
EverSource Wealth Advisors, LLC
+$508
8
Physician Wealth Advisors, Inc.
+$504
9
Fortitude Family Office, LLC
+$444
10
IFP Advisors, Inc
+$400
11
City State Bank
+$333
12
MassMutual Private Wealth & Trust, FSB
+$294
13
SJS Investment Consulting Inc.
+$34
14
True Wealth Design, LLC
-$3
15
Farther Finance Advisors, LLC
-$3.7K
16
Clarity Asset Management, Inc.
-$144.6K
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