Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | BURKETT FINANCIAL SERVICES, LLC | $21.2M |
| 2 | Amplius Wealth Advisors, LLC | $2.1M |
| 3 | Worth Asset Management, LLC | $2.0M |
| 4 | Applied Capital LLC | $729.1K |
| 5 | Leelyn Smith, LLC | $267.4K |
| 6 | Blue Trust, Inc. | $121.8K |
| 7 | ARMSTRONG ADVISORY GROUP, INC | $52.0K |
| 8 | SBI Securities Co., Ltd. | $112 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$129.6K | |
| 3 | +$121.8K | |
| 4 | +$6.6K | |
| 5 | +$1.3K | |
| 6 | +$112 | |
| 7 | -$25.8K | |
| 8 | -$81.3K |