Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | McGrath & Associates, Inc. | $7.6M |
| 2 | Innova Wealth Partners | $6.3M |
| 3 | Accurate Wealth Management, LLC | $2.0M |
| 4 | SteelPeak Wealth, LLC | $725.6K |
| 5 | Cohalo Advisory LLC | $59.6K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$1.3M | |
| 3 | +$144.9K | |
| 4 | +$7.2K | |
| 5 | -$78.0K |