Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | LANARK FINANCIAL, INC. | $364.2K |
| 2 | Buska Wealth Management, LLC | $277.2K |
| 3 | Farther Finance Advisors, LLC | $109.1K |
| 4 | High Point Wealth Management, LLC | $57.9K |
| 5 | Noble Wealth Management PBC | $57.9K |
| 6 | IFP Advisors, Inc | $55.9K |
| 7 | Central Pacific Bank - Trust Division | $4.1K |
| 8 | EverSource Wealth Advisors, LLC | $3.8K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$108.9K | |
| 2 | +$101.5K | |
| 3 | +$21.0K | |
| 4 | +$21.0K | |
| 5 | +$20.3K | |
| 6 | +$1.5K | |
| 7 | +$1.4K | |
| 8 | -$119.9K |