Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | XML Financial, LLC | $503.2K |
| 2 | GHP Investment Advisors, Inc. | $149.3K |
| 3 | Spire Wealth Management | $55.8K |
| 4 | AdvisorNet Financial, Inc | $619 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$12.9K | |
| 2 | +$2.2K | |
| 3 | +$24 | |
| 4 | -$27.2K |