Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.9M |
| 2 | Strategic Blueprint, LLC | $483.4K |
| 3 | CoreCap Advisors, LLC | $394.2K |
| 4 | Envestnet Portfolio Solutions, Inc. | $392.4K |
| 5 | Urban Wealth Management, LLC | $335.4K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$423.0K | |
| 2 | +$123.0K | |
| 3 | +$74.1K | |
| 4 | +$68.1K | |
| 5 | +$26.3K |