Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | MFA Wealth Services | $473.7K |
| 2 | Sequoia Financial Advisors, LLC | $341.0K |
| 3 | Farther Finance Advisors, LLC | $180.8K |
| 4 | LRI Investments, LLC | $2.3K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$90.2K | |
| 2 | +$65.0K | |
| 3 | +$18.7K | |
| 4 | +$431 |