Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Wealthcare Advisory Partners LLC | $2.2M |
| 2 | 4WEALTH ADVISORS, INC. | $275.9K |
| 3 | AdvisorNet Financial, Inc | $80.4K |
| 4 | Blue Trust, Inc. | $10.0K |
| 5 | Farther Finance Advisors, LLC | $3.2K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$109.4K | |
| 2 | +$174 | |
| 3 | -$3.7K | |
| 4 | -$30.3K | |
| 5 | -$64.2K | |
| 6 | -$246.3K |