Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | PFG Investments, LLC | $125.7K |
| 2 | GREENLEAF TRUST | $58.4K |
| 3 | SteelPeak Wealth, LLC | $29.7K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $20.5K |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $8.5K |
| 6 | WEBSTER BANK, N. A. | $3.4K |
| 7 | SBI Securities Co., Ltd. | $1.2K |
| 8 | Robbins Farley | $7 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$20.5K | |
| 2 | +$8.5K | |
| 3 | +$206 | |
| 4 | $0 | |
| 5 | -$3 | |
| 6 | -$42 | |
| 7 | -$1.1K | |
| 8 | -$9.8K | |
| 9 | -$19.2K | |
| 10 | -$22.0K | |
| 11 | -$64.9K |