Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Cypress Wealth Services, LLC | $667.8K |
| 2 | Atala Financial Inc | $553.2K |
| 3 | MELFA WEALTH MANAGEMENT, INC. | $217.5K |
| 4 | Plancorp, LLC | $211.4K |
| 5 | Vanguard Capital Wealth Advisors | $168.3K |
| 6 | Noble Wealth Management PBC | $13.7K |
| 7 | WOLFF WIESE MAGANA LLC | $10.5K |
| 8 | HIGHLINE WEALTH PARTNERS LLC | $6.3K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$73.1K | |
| 2 | +$22.1K | |
| 3 | +$9.4K | |
| 4 | +$6.3K | |
| 5 | +$5.4K | |
| 6 | +$455 | |
| 7 | -$2.8K | |
| 8 | -$9.5K | |
| 9 | -$516.5K |