Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Merit Financial Group, LLC | $263.4K |
| 2 | Networth Advisors, LLC | $96.3K |
| 3 | Bogart Wealth, LLC | $37.0K |
| 4 | Nova Wealth Management, Inc. | $26.2K |
| 5 | Spire Wealth Management | $10.6K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$11.7K | |
| 2 | +$4.3K | |
| 3 | +$1.6K | |
| 4 | +$1.2K | |
| 5 | +$469 | |
| 6 | -$3.8K |