Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Kohmann Bosshard Financial Services, LLC | $802.3K |
| 2 | Meredith Wealth Planning | $249.7K |
| 3 | Physician Wealth Advisors, Inc. | $210.7K |
| 4 | HARBOR INVESTMENT ADVISORY, LLC | $100.3K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$802.3K | |
| 2 | +$249.7K | |
| 3 | +$210.7K | |
| 4 | +$100.3K |