Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Archford Capital Strategies, LLC | $399.2K |
| 2 | RFG Advisory, LLC | $248.0K |
| 3 | Farther Finance Advisors, LLC | $119.1K |
| 4 | SBI Securities Co., Ltd. | $104.3K |
| 5 | Financial Perspectives, Inc | $13.5K |
| 6 | Steigerwald, Gordon & Koch Inc. | $4.4K |
| 7 | HIGHLINE WEALTH PARTNERS LLC | $287 |
| 8 | APPLETON PARTNERS INC/MA | $206 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$7.5K | |
| 2 | -$11 | |
| 3 | -$107 | |
| 4 | -$171 | |
| 5 | -$525 | |
| 6 | -$1.5K | |
| 7 | -$6.9K | |
| 8 | -$9.7K | |
| 9 | -$17.3K |