Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Noble Wealth Management PBC | $564.4K |
| 2 | UHLMANN PRICE SECURITIES, LLC | $346.7K |
| 3 | GHP Investment Advisors, Inc. | $4.7K |
| 4 | HIGHLINE WEALTH PARTNERS LLC | $3.5K |
| 5 | LifeSteps Financial, Inc. | $2.1K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$63.5K | |
| 2 | +$2.1K | |
| 3 | -$3 | |
| 4 | -$4 | |
| 5 | -$93.9K | |
| 6 | -$157.2K |