Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | DLK Investment Management, LLC | $75.5K |
| 2 | IFP Advisors, Inc | $73.8K |
| 3 | SBI Securities Co., Ltd. | $9.2K |
| 4 | EASTERN BANK | $1.1K |
| 5 | LifeSteps Financial, Inc. | $1.1K |
| 6 | Key FInancial Inc | $997 |
| 7 | Blue Trust, Inc. | $259 |
| 8 | Bogart Wealth, LLC | $65 |
| 9 | TSFG, LLC | $3 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$29.7K | |
| 2 | +$12.3K | |
| 3 | +$1.7K | |
| 4 | +$1.1K | |
| 5 | +$184 | |
| 6 | +$165 | |
| 7 | +$43 | |
| 8 | +$11 | |
| 9 | $0 | |
| 10 | -$21.6K |