Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | B. Riley Wealth Advisors, Inc. | $1.3M |
| 2 | WEATHERLY ASSET MANAGEMENT L. P. | $1.0M |
| 3 | Blue Trust, Inc. | $640.5K |
| 4 | Yoffe Investment Management, LLC | $329.2K |
| 5 | Sharper & Granite LLC | $243.1K |
| 6 | WASHINGTON GROWTH STRATEGIES LLC | $224.0K |
| 7 | Farther Finance Advisors, LLC | $20.5K |
| 8 | Golden State Wealth Management, LLC | $5.4K |
| 9 | BIRCHBROOK, INC. | $4.7K |
| 10 | LANARK FINANCIAL, INC. | $2.1K |
| 11 | IFP Advisors, Inc | $2.0K |
| 12 | Bogart Wealth, LLC | $763 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$210.8K | |
| 2 | +$118.9K | |
| 3 | +$62.9K | |
| 4 | +$30.0K | |
| 5 | +$22 | |
| 6 | -$17 | |
| 7 | -$46 | |
| 8 | -$48 | |
| 9 | -$61 | |
| 10 | -$5.1K | |
| 11 | -$7.5K | |
| 12 | -$10.6K | |
| 13 | -$4.1M |