Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | PEOPLES FINANCIAL SERVICES CORP. | $2.5M |
| 2 | Herold Advisors, Inc. | $441.0K |
| 3 | Colonial River Investments, LLC | $364.9K |
| 4 | Wealthcare Advisory Partners LLC | $294.6K |
| 5 | IFP Advisors, Inc | $75.8K |
| 6 | Nova Wealth Management, Inc. | $2.3K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$105.5K | |
| 2 | +$3.6K | |
| 3 | +$111 | |
| 4 | -$74.1K | |
| 5 | -$77.2K | |
| 6 | -$321.2K |