Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Beta Wealth Group, Inc. | $12.9M |
| 2 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $374.5K |
| 3 | Cooper Financial Group | $310.1K |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $247.2K |
| 5 | IFP Advisors, Inc | $31.2K |
| 6 | Cape Investment Advisory, Inc. | $26.8K |
| 7 | Key FInancial Inc | $4.4K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$374.5K | |
| 3 | +$247.2K | |
| 4 | +$26.8K | |
| 5 | +$25.9K | |
| 6 | +$325 | |
| 7 | -$14.4K | |
| 8 | -$149.5K | |
| 9 | -$6.2M |