Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | EASTERN BANK | $3.1M |
| 2 | HBW ADVISORY SERVICES LLC | $1.6M |
| 3 | D.A. DAVIDSON & CO. | $266.1K |
| 4 | Holos Integrated Wealth LLC | $208.6K |
| 5 | IFP Advisors, Inc | $124.1K |
| 6 | Abound Wealth Management | $11.9K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$540.7K | |
| 2 | +$11.9K | |
| 3 | -$3.6K | |
| 4 | -$4.8K | |
| 5 | -$5.0K | |
| 6 | -$17.5K |