Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | TRUE Private Wealth Advisors | $1.9M |
| 2 | SBI Securities Co., Ltd. | $101.3K |
| 3 | SOA Wealth Advisors, LLC. | $34.4K |
| 4 | Spire Wealth Management | $26.5K |
| 5 | Financial Life Planners | $25.7K |
| 6 | PayPay Securities Corp | $19.5K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$366.0K | |
| 2 | +$6.9K | |
| 3 | +$6.7K | |
| 4 | +$5.1K | |
| 5 | -$1.8K | |
| 6 | -$17.2K |