Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Encompass More Asset Management | $2.0M |
| 2 | Magnus Financial Group LLC | $1.1M |
| 3 | Mosley Wealth Management | $630.1K |
| 4 | SteelPeak Wealth, LLC | $501.3K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $270.8K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$2.0M | |
| 2 | +$630.1K | |
| 3 | +$501.3K | |
| 4 | +$270.8K | |
| 5 | -$953.5K |