Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Composition Wealth, LLC | $370.2K |
| 2 | Financial Perspectives, Inc | $24.1K |
| 3 | Blue Trust, Inc. | $22.4K |
| 4 | Farther Finance Advisors, LLC | $15.2K |
| 5 | Intesa Sanpaolo Wealth Management | $15.2K |
| 6 | SJS Investment Consulting Inc. | $8.9K |
| 7 | IFP Advisors, Inc | $2.4K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$370.2K | |
| 2 | +$24.1K | |
| 3 | +$22.4K | |
| 4 | +$15.2K | |
| 5 | +$15.2K | |
| 6 | +$8.9K | |
| 7 | +$2.4K |