Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Live Oak Private Wealth LLC | $568.1K |
| 2 | Sage Capital Management, LLC | $185.2K |
| 3 | PMG Family Office LLC | $120.4K |
| 4 | DECISION INVESTMENTS, INC | $98.0K |
| 5 | CoreCap Advisors, LLC | $67.0K |
| 6 | Farther Finance Advisors, LLC | $6.6K |
| 7 | HIGHLINE WEALTH PARTNERS LLC | $4.2K |
| 8 | Allied Private Wealth LLC | $4.2K |
| 9 | HM PAYSON & CO | $3.1K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$37.8K | |
| 2 | +$24.1K | |
| 3 | +$15.8K | |
| 4 | +$6.3K | |
| 5 | +$5.5K | |
| 6 | +$423 | |
| 7 | +$280 | |
| 8 | +$209 |