Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Legacy Wealth Management, LLC / MS | $759.0K |
| 2 | Clarity Asset Management, Inc. | $388.6K |
| 3 | EverSource Wealth Advisors, LLC | $26.3K |
| 4 | LGT Financial Advisors LLC | $23.0K |
| 5 | Triumph Capital Management | $15.6K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$156.4K | |
| 2 | +$26.2K | |
| 3 | +$4.7K | |
| 4 | +$3.9K | |
| 5 | -$15.1K | |
| 6 | -$239.0K | |
| 7 | -$2.6M |