Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | APS Management Group, Inc. | $587.7K |
| 2 | Syntegra Private Wealth Group, LLC | $506.6K |
| 3 | Merit Financial Group, LLC | $316.2K |
| 4 | Eagle Strategies LLC | $288.4K |
| 5 | MJT & Associates Financial Advisory Group, Inc. | $130.9K |
| 6 | Farther Finance Advisors, LLC | $73.7K |
| 7 | SBI Securities Co., Ltd. | $4.7K |
| 8 | LRI Investments, LLC | $2.2K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$67.7K | |
| 2 | +$50.6K | |
| 3 | +$33.4K | |
| 4 | +$20.3K | |
| 5 | +$9.5K | |
| 6 | +$8.1K | |
| 7 | +$543 | |
| 8 | +$250 |