Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $101.7K |
| 2 | Spire Wealth Management | $5.4K |
| 3 | Farther Finance Advisors, LLC | $3.1K |
| 4 | Lodestone Wealth Management LLC | $2.5K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | -$1.0K | |
| 2 | -$1.1K | |
| 3 | -$2.4K | |
| 4 | -$185.2K | |
| 5 | -$221.1K | |
| 6 | -$248.6K |