Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | FLYWHEEL PRIVATE WEALTH LLC | $844.5K |
| 2 | Farther Finance Advisors, LLC | $101.2K |
| 3 | Physician Wealth Advisors, Inc. | $506 |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$215.4K | |
| 2 | +$25.6K | |
| 3 | +$506 |
| # | ||
|---|---|---|
| 1 | FLYWHEEL PRIVATE WEALTH LLC | $844.5K |
| 2 | Farther Finance Advisors, LLC | $101.2K |
| 3 | Physician Wealth Advisors, Inc. | $506 |
| # | ||
|---|---|---|
| 1 | +$215.4K | |
| 2 | +$25.6K | |
| 3 | +$506 |