Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | UNIQUE WEALTH, LLC | $22.4M |
| 2 | Centerline Wealth Advisors, LLC | $15.4M |
| 3 | Cyndeo Wealth Partners, LLC | $4.6M |
| 4 | Fairvoy Private Wealth, LLC | $1.2M |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $474.9K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$6.4M | |
| 2 | +$2.4M | |
| 3 | +$1.5M | |
| 4 | +$297.0K | |
| 5 | +$67.0K | |
| 6 | -$221.6K | |
| 7 | -$6.4M |