Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | West Branch Capital LLC | $25.7M |
| 2 | B.O.S.S. Retirement Advisors, LLC | $738.1K |
| 3 | COURIER CAPITAL LLC | $594.6K |
| 4 | Allegheny Financial Group | $427.2K |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $346.6K |
| 6 | HCR Wealth Advisors | $213.6K |
| 7 | ST GERMAIN D J CO INC | $144.0K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$8.0M | |
| 2 | +$346.6K | |
| 3 | +$228.5K | |
| 4 | +$213.6K | |
| 5 | +$184.1K | |
| 6 | +$132.3K | |
| 7 | +$44.6K | |
| 8 | -$281.3K |