Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Prospera Financial Services Inc | $3.6M |
| 2 | Fermata Advisors, LLC | $1.7M |
| 3 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $416.9K |
| 4 | Allied Private Wealth LLC | $186.7K |
| 5 | Farther Finance Advisors, LLC | $89.5K |
| 6 | HM PAYSON & CO | $47.4K |
| 7 | Blue Trust, Inc. | $16.8K |
| 8 | JNBA Financial Advisors | $6.1K |
| 9 | SIGNATUREFD, LLC | $3.6K |
| 10 | Spire Wealth Management | $3.6K |
| 11 | Abound Wealth Management | $652 |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$130.9K | |
| 2 | +$652 | |
| 3 | -$801 | |
| 4 | -$1.4K | |
| 5 | -$1.4K | |
| 6 | -$6.7K | |
| 7 | -$12.3K | |
| 8 | -$17.8K | |
| 9 | -$18.8K | |
| 10 | -$88.5K | |
| 11 | -$114.3K | |
| 12 | -$242.2K | |
| 13 | -$255.7K | |
| 14 | -$298.8K | |
| 15 | -$510.1K | |
| 16 | -$823.9K | |
| 17 | -$2.9M |