Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Cyndeo Wealth Partners, LLC | $1.1M |
| 2 | Traynor Capital Management, Inc. | $518.1K |
| 3 | Farther Finance Advisors, LLC | $22.4K |
| 4 | BARRETT & COMPANY, INC. | $19.2K |
| 5 | Darwin Wealth Management, LLC | $6.3K |
| 6 | JNBA Financial Advisors | $5.2K |
| 7 | Roxbury Financial LLC | $3.5K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$261.7K | |
| 2 | +$121.9K | |
| 3 | +$10.7K | |
| 4 | +$6.3K | |
| 5 | +$4.5K | |
| 6 | +$1.2K | |
| 7 | +$815 |