Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.3M |
| 2 | NOVEM GROUP | $303.4K |
| 3 | Avior Wealth Management, LLC | $252.8K |
| 4 | IFP Advisors, Inc | $4.3K |
| 5 | EverSource Wealth Advisors, LLC | $2.5K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$564.0K | |
| 2 | +$252.8K | |
| 3 | -$255 | |
| 4 | -$272 | |
| 5 | -$1.4K | |
| 6 | -$4.6K |