Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | INSPIRION WEALTH ADVISORS, LLC | $203.8K |
| 2 | JFS WEALTH ADVISORS, LLC | $20.1K |
| 3 | Farther Finance Advisors, LLC | $18.9K |
| 4 | Kentucky Trust Co | $4.0K |
| 5 | Trust Co | $2.3K |
| 6 | VIMA LLC | $1.5K |
| 7 | Networth Advisors, LLC | $486 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$20.1K | |
| 2 | +$18.4K | |
| 3 | +$2.3K | |
| 4 | -$138 | |
| 5 | -$1.2K | |
| 6 | -$106.5K | |
| 7 | -$728.1K |