Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | NWAM LLC | $257.7K |
| 2 | Farther Finance Advisors, LLC | $13.6K |
| 3 | CITY HOLDING CO | $11.2K |
| 4 | Triumph Capital Management | $2.7K |
| 5 | SBI Securities Co., Ltd. | $599 |
| 6 | Abound Wealth Management | $320 |
| 7 | Bogart Wealth, LLC | $80 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$48.2K | |
| 2 | +$2.4K | |
| 3 | +$2.1K | |
| 4 | +$599 | |
| 5 | +$501 | |
| 6 | +$60 | |
| 7 | +$15 |