Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | 5T Wealth, LLC | $2.2M |
| 2 | Farther Finance Advisors, LLC | $1.2M |
| 3 | RDA Financial Network | $216.4K |
| 4 | Revisor Wealth Management LLC | $203.7K |
| 5 | LGT Financial Advisors LLC | $24.9K |
| 6 | SBI Securities Co., Ltd. | $24.5K |
| 7 | HARBOR INVESTMENT ADVISORY, LLC | $7.5K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$263.7K | |
| 3 | +$203.7K | |
| 4 | +$12.6K | |
| 5 | +$12.0K | |
| 6 | +$1.9K | |
| 7 | +$588 | |
| 8 | -$1.0M |