Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | RIVERBRIDGE PARTNERS LLC | $689.7K |
| 2 | Noble Wealth Management PBC | $426.7K |
| 3 | SeaCrest Wealth Management, LLC | $277.3K |
| 4 | CoreCap Advisors, LLC | $186.4K |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $173.7K |
| 6 | HIGHLINE WEALTH PARTNERS LLC | $13.2K |
| 7 | Key FInancial Inc | $5.4K |
| 8 | PARK AVENUE SECURITIES LLC | $898 |
| 9 | JFS WEALTH ADVISORS, LLC | $343 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$689.7K | |
| 2 | +$117.6K | |
| 3 | +$52.6K | |
| 4 | +$5.4K | |
| 5 | +$343 | |
| 6 | +$10 | |
| 7 | -$50 | |
| 8 | -$15.1K | |
| 9 | -$59.0K |