Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Security National Bank | $2.0M |
| 2 | LVW Advisors, LLC | $621.0K |
| 3 | Partnership Wealth Management, LLC | $66.7K |
| 4 | Police & Firemen's Retirement System of New Jersey | $66.5K |
| 5 | EWA, LLC | $56.5K |
| 6 | Owl Creek Wealth Partners LLC | $11.9K |
| 7 | EverSource Wealth Advisors, LLC | $7.0K |
| 8 | Bogart Wealth, LLC | $749 |
| 9 | SBI Securities Co., Ltd. | $315 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$66.5K | |
| 3 | +$4.6K | |
| 4 | +$749 | |
| 5 | +$173 | |
| 6 | -$453 | |
| 7 | -$489 | |
| 8 | -$814 | |
| 9 | -$2.7K | |
| 10 | -$25.5K |