Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Composition Wealth, LLC | $20.8M |
| 2 | San Luis Wealth Advisors LLC | $9.8M |
| 3 | Cooper Capital Advisors LLC | $1.6M |
| 4 | EHRLICH FINANCIAL GROUP | $1.1M |
| 5 | Hennion & Walsh Asset Management, Inc. | $508.7K |
| 6 | Farther Finance Advisors, LLC | $155.8K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$2.9M | |
| 2 | +$508.7K | |
| 3 | +$359.2K | |
| 4 | +$334.1K | |
| 5 | +$256.3K | |
| 6 | -$416.1K |