Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Aprio Wealth Management, LLC | $9.4M |
| 2 | Noble Wealth Management PBC | $4.0M |
| 3 | Dynamic Advisor Solutions LLC | $394.8K |
| 4 | SMI Advisory Services, LLC | $241.4K |
| 5 | Farther Finance Advisors, LLC | $108.3K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$288.7K | |
| 2 | +$241.4K | |
| 3 | +$1.0K | |
| 4 | -$19.9K | |
| 5 | -$221.5K | |
| 6 | -$512.2K | |
| 7 | -$613.6K |