Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $9.9M |
| 2 | Global Financial Private Client, LLC | $698.7K |
| 3 | Farther Finance Advisors, LLC | $356.9K |
| 4 | BEACON FINANCIAL GROUP | $274.9K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$274.9K | |
| 2 | +$125.4K | |
| 3 | -$12.2K | |
| 4 | -$137.7K |