Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Farther Finance Advisors, LLC | $996.6K |
| 2 | Marshall Financial Group, LLC | $349.7K |
| 3 | Key FInancial Inc | $82.7K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$6.9K | |
| 2 | +$2.3K | |
| 3 | +$549 |
| # | ||
|---|---|---|
| 1 | Farther Finance Advisors, LLC | $996.6K |
| 2 | Marshall Financial Group, LLC | $349.7K |
| 3 | Key FInancial Inc | $82.7K |
| # | ||
|---|---|---|
| 1 | +$6.9K | |
| 2 | +$2.3K | |
| 3 | +$549 |