Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | TRUEFG, LLC | $968.3K |
| 2 | FORTERIS WEALTH MANAGEMENT INC. | $474.7K |
| 3 | ADIRONDACK TRUST CO | $100.6K |
| 4 | Blue Trust, Inc. | $59.7K |
| 5 | Abound Wealth Management | $13.6K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$122.6K | |
| 2 | +$100.6K | |
| 3 | +$64.3K | |
| 4 | +$59.7K | |
| 5 | +$1.8K | |
| 6 | -$370.1K |