Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Focus Financial Network, Inc. | $154.0K |
| 2 | DECISION INVESTMENTS, INC | $149.8K |
| 3 | Plancorp, LLC | $79.2K |
| 4 | Bogart Wealth, LLC | $32.3K |
| 5 | Corsicana & Co. | $9.7K |
| 6 | Tradewinds Capital Management, LLC | $7.1K |
| 7 | Aventura Private Wealth, LLC | $2.7K |
| 8 | Farther Finance Advisors, LLC | $2.7K |
| 9 | FIRST HORIZON CORP | $442 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$154.0K | |
| 2 | +$10.1K | |
| 3 | +$9.7K | |
| 4 | +$9.3K | |
| 5 | +$7.8K | |
| 6 | +$442 | |
| 7 | +$332 | |
| 8 | -$595 | |
| 9 | -$1.6K |