Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Segment Wealth Management, LLC | $266.5K |
| 2 | BARRETT & COMPANY, INC. | $63.8K |
| 3 | IFP Advisors, Inc | $41.2K |
| 4 | Bogart Wealth, LLC | $14.9K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$33.6K | |
| 2 | +$792 | |
| 3 | +$511 | |
| 4 | +$185 | |
| 5 | -$6.9K |