Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | CoreCap Advisors, LLC | $775.6K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $447.2K |
| 3 | SOA Wealth Advisors, LLC. | $14.1K |
| 4 | Oakworth Capital, Inc. | $844 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$91.5K | |
| 2 | +$844 | |
| 3 | +$139 | |
| 4 | -$5.9K | |
| 5 | -$54.0K |