Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | ENZI WEALTH | $17.6M |
| 2 | Platform Technology Partners | $9.2M |
| 3 | Darwin Wealth Management, LLC | $5.4M |
| 4 | CHAPIN DAVIS, INC. | $2.8M |
| 5 | Murphy, Middleton, Hinkle & Parker, Inc. | $2.8M |
| 6 | Magnus Financial Group LLC | $2.1M |
| 7 | Farther Finance Advisors, LLC | $969.7K |
| 8 | TSFG, LLC | $38 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$1.1M | |
| 3 | +$969.7K | |
| 4 | +$444.7K | |
| 5 | +$94.8K | |
| 6 | +$93.6K | |
| 7 | +$68.7K | |
| 8 | +$38 |