Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | GK Wealth Management LLC | $138.7K |
| 2 | GAMMA Investing LLC | $19.6K |
| 3 | Marquette Asset Management, LLC | $8.7K |
| 4 | Bogart Wealth, LLC | $260 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$138.7K | |
| 2 | +$10.9K | |
| 3 | +$150 | |
| 4 | +$5 | |
| 5 | -$8.0K |