Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Noble Wealth Management PBC | $927.3K |
| 2 | D.A. DAVIDSON & CO. | $826.7K |
| 3 | Sowell Financial Services LLC | $361.0K |
| 4 | Smith Asset Management Co., LLC | $283.8K |
| 5 | TrueMark Investments, LLC | $208.2K |
| 6 | Traub Capital Management LLC | $154.9K |
| 7 | West Branch Capital LLC | $22.2K |
| 8 | HIGHLINE WEALTH PARTNERS LLC | $2.9K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$154.9K | |
| 2 | +$55.5K | |
| 3 | +$46.4K | |
| 4 | +$18.0K | |
| 5 | +$7.8K | |
| 6 | +$787 | |
| 7 | +$62 | |
| 8 | -$3.8K | |
| 9 | -$27.1K |