Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | McAlvany Wealth Management LLC | $86.4K |
| 2 | HM PAYSON & CO | $83.4K |
| 3 | LVZ, Inc. | $83.3K |
| 4 | AdvisorNet Financial, Inc | $10.6K |
| 5 | Pacifica Partners Inc. | $994 |
| 6 | Farther Finance Advisors, LLC | $331 |
| 7 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $154 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$86.4K | |
| 2 | +$52.3K | |
| 3 | -$53 | |
| 4 | -$103 | |
| 5 | -$125 | |
| 6 | -$999 | |
| 7 | -$2.8K | |
| 8 | -$19.2K | |
| 9 | -$21.6K | |
| 10 | -$42.6K |