Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Embree Financial Group | $159.2K |
| 2 | Wealthcare Advisory Partners LLC | $110.1K |
| 3 | MassMutual Private Wealth & Trust, FSB | $52.1K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | Embree Financial Group | $159.2K |
| 2 | Wealthcare Advisory Partners LLC | $110.1K |
| 3 | MassMutual Private Wealth & Trust, FSB | $52.1K |