Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Virtus Wealth Solutions LLC | $11.4M |
| 2 | Accel Wealth Management | $485.7K |
| 3 | Farther Finance Advisors, LLC | $182.1K |
| 4 | Spire Wealth Management | $19.8K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$27.2K | |
| 3 | +$22.3K | |
| 4 | +$2.7K | |
| 5 | -$22.0K |