Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Winter & Associates, Inc. | $485.9K |
| 2 | Cornerstone Wealth Management, LLC | $349.0K |
| 3 | Wagner Wealth Management, LLC | $2.1K |
| 4 | Key FInancial Inc | $1.3K |
| 5 | Founders Capital Management | $559 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$15.1K | |
| 2 | +$229 | |
| 3 | +$136 | |
| 4 | +$59 | |
| 5 | -$122.3K |