Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | SBI Securities Co., Ltd. | $698.3K |
| 2 | TOTH FINANCIAL ADVISORY CORP | $254.4K |
| 3 | Abound Wealth Management | $12.1K |
| 4 | Blue Trust, Inc. | $4.2K |
| 5 | IFP Advisors, Inc | $1.1K |
| 6 | Kings Path Partners LLC | $1.1K |
| 7 | Farther Finance Advisors, LLC | $283 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$75.2K | |
| 2 | +$3.8K | |
| 3 | +$1.3K | |
| 4 | +$1.1K | |
| 5 | +$323 | |
| 6 | +$283 | |
| 7 | -$2.4M |