Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $14.8M |
| 2 | M3 Advisory Group, LLC | $760.8K |
| 3 | EverSource Wealth Advisors, LLC | $4.4K |
| 4 | DHJJ Financial Advisors, Ltd. | $946 |
| 5 | Blue Trust, Inc. | $871 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$62.9K | |
| 2 | +$19.2K | |
| 3 | +$17 | |
| 4 | +$9 | |
| 5 | -$1.0K |