Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Strategic Blueprint, LLC | $28.1K |
| 2 | Grant Private Wealth Management Inc | $11.3K |
| 3 | GRIFFIN ASSET MANAGEMENT, INC. | $6.3K |
| 4 | SBI Securities Co., Ltd. | $5.8K |
| 5 | TrustBank | $3.7K |
| 6 | IRON Financial LLC | $2.1K |
| 7 | Aventura Private Wealth, LLC | $1.4K |
| 8 | PARSONS CAPITAL MANAGEMENT INC/RI | $1.4K |
| 9 | Bogart Wealth, LLC | $14 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$28.1K | |
| 2 | +$6.3K | |
| 3 | +$5.0K | |
| 4 | +$1.4K | |
| 5 | +$1.4K | |
| 6 | -$1 | |
| 7 | -$145 | |
| 8 | -$252 | |
| 9 | -$602 | |
| 10 | -$776 |