Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Breakwater Capital Group | $714.6K |
| 2 | River Street Advisors LLC | $633.3K |
| 3 | Arlington Trust Co LLC | $604.2K |
| 4 | Ameliora Wealth Management Ltd. | $439.8K |
| 5 | WAYSTONE ADVISORS LLC | $400.0K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $331.6K |
| 7 | Discipline Wealth Solutions, LLC | $272.8K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$13.4K | |
| 2 | +$9.3K | |
| 3 | +$2.3K | |
| 4 | +$2.1K | |
| 5 | +$2.0K | |
| 6 | +$895 | |
| 7 | -$13.7K | |
| 8 | -$240.2K |