Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $9.9M |
| 2 | Gradient Investments LLC | $719.2K |
| 3 | Global Financial Private Client, LLC | $398.4K |
| 4 | Farther Finance Advisors, LLC | $356.7K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$145.3K | |
| 2 | +$22.1K | |
| 3 | -$5.9K | |
| 4 | -$161.4K | |
| 5 | -$208.9K |