Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | VISIONARY HORIZONS, LLC | $3.3M |
| 2 | WILLNER & HELLER, LLC | $352.1K |
| 3 | QUANTUM FINANCIAL PARTNERS LLC | $208.1K |
| 4 | Kozak & Associates, Inc. | $21.7K |
| 5 | AdvisorNet Financial, Inc | $15.2K |
| 6 | Abound Wealth Management | $7.6K |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6.0K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$2.6M | |
| 2 | +$79.7K | |
| 3 | +$3.4K | |
| 4 | +$3.1K | |
| 5 | +$1.7K | |
| 6 | +$1.2K |