Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.1M |
| 2 | Urban Wealth Management, LLC | $528.1K |
| 3 | Envestnet Portfolio Solutions, Inc. | $415.8K |
| 4 | Strategic Blueprint, LLC | $391.5K |
| 5 | CoreCap Advisors, LLC | $264.7K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$515.2K | |
| 2 | +$127.5K | |
| 3 | +$102.9K | |
| 4 | +$66.7K | |
| 5 | +$10.9K |