Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | BALDWIN WEALTH PARTNERS LLC/MA | $3.3M |
| 2 | Composition Wealth, LLC | $2.3M |
| 3 | PROFFITT & GOODSON INC | $545.9K |
| 4 | Boyd Wealth Management, LLC | $297.1K |
| 5 | GGM Financial LLC | $272.9K |
| 6 | William Mack & Associates, Inc. | $267.0K |
| 7 | Robinswood Financial LLC | $85.3K |
| 8 | AdvisorNet Financial, Inc | $17.2K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$750.8K | |
| 2 | +$407.7K | |
| 3 | +$297.1K | |
| 4 | +$272.9K | |
| 5 | +$92.3K | |
| 6 | +$60.0K | |
| 7 | +$23.5K | |
| 8 | +$3.1K |