Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Quantum Financial Advisors, LLC | $771.0K |
| 2 | WT Wealth Management | $241.9K |
| 3 | SIGNATUREFD, LLC | $58.0K |
| 4 | Blue Trust, Inc. | $39.5K |
| 5 | Farther Finance Advisors, LLC | $21.1K |
| 6 | Hilltop National Bank | $6.6K |
| 7 | Main Street Group, LTD | $2.0K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$6.6K | |
| 2 | -$381 | |
| 3 | -$982 | |
| 4 | -$2.7K | |
| 5 | -$4.5K | |
| 6 | -$7.6K | |
| 7 | -$11.2K | |
| 8 | -$46.6K | |
| 9 | -$54.1K | |
| 10 | -$148.6K | |
| 11 | -$703.6K |