Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Morton Capital Management LLC/CA | $614.1K |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $308.9K |
| 3 | CRUX WEALTH ADVISORS | $287.1K |
| 4 | Park Edge Advisors, LLC | $280.6K |
| 5 | LANARK FINANCIAL, INC. | $14.3K |
| 6 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $11.8K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$110.2K | |
| 2 | +$73.1K | |
| 3 | +$50.4K | |
| 4 | +$46.1K | |
| 5 | +$2.6K | |
| 6 | +$830 | |
| 7 | -$4.3K | |
| 8 | -$32.1K |