Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Sequoia Financial Advisors, LLC | $260.0K |
| 2 | SteelPeak Wealth, LLC | $34.3K |
| 3 | Gleason Group, Inc. | $23.3K |
| 4 | JFS WEALTH ADVISORS, LLC | $1.7K |
| 5 | Blue Trust, Inc. | $21 |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$260.0K | |
| 2 | +$17.4K | |
| 3 | -$5 | |
| 4 | -$413 | |
| 5 | -$5.8K | |
| 6 | -$26.0K |