Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | GHP Investment Advisors, Inc. | $582.8K |
| 2 | Strategic Blueprint, LLC | $535.2K |
| 3 | Aries Wealth Management | $364.7K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$53.6K | |
| 2 | +$32.8K | |
| 3 | -$8.2K | |
| 4 | -$89.5K |
| # | ||
|---|---|---|
| 1 | GHP Investment Advisors, Inc. | $582.8K |
| 2 | Strategic Blueprint, LLC | $535.2K |
| 3 | Aries Wealth Management | $364.7K |
| # | ||
|---|---|---|
| 1 | +$53.6K | |
| 2 | +$32.8K | |
| 3 | -$8.2K | |
| 4 | -$89.5K |