Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Burns Matteson Capital Management, LLC | $1.3M |
| 2 | BENJAMIN EDWARDS INC | $712.5K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $399.0K |
| 4 | LVW Advisors, LLC | $298.3K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$712.5K | |
| 3 | +$399.0K | |
| 4 | +$298.3K | |
| 5 | -$27.2K |