Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | CERTIOR FINANCIAL GROUP, LLC | $462.7K |
| 2 | Transce3nd, LLC | $62.9K |
| 3 | B. Riley Wealth Advisors, Inc. | $57.4K |
| 4 | ROCKLAND TRUST CO | $41.1K |
| 5 | Blue Trust, Inc. | $22.6K |
| 6 | Onyx Bridge Wealth Group LLC | $20.6K |
| 7 | JNBA Financial Advisors | $959 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$41.1K | |
| 2 | +$20.6K | |
| 3 | +$1.2K | |
| 4 | -$427 | |
| 5 | -$10.1K | |
| 6 | -$15.6K | |
| 7 | -$25.8K | |
| 8 | -$167.4K |