Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Merit Financial Group, LLC | $334.4K |
| 2 | Breakwater Capital Group | $237.8K |
| 3 | Santori & Peters, Inc. | $113.7K |
| 4 | HIGHLINE WEALTH PARTNERS LLC | $5.7K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$20.2K | |
| 2 | +$10.0K | |
| 3 | +$3.4K | |
| 4 | +$170 | |
| 5 | -$110.4K |