Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Thrive Wealth Management, LLC | $119.7K |
| 2 | Herold Advisors, Inc. | $60.0K |
| 3 | Bogart Wealth, LLC | $547 |
| 4 | Fortitude Family Office, LLC | $311 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$18.0K | |
| 2 | +$9.2K | |
| 3 | +$547 | |
| 4 | +$311 |