Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Worthington Financial Partners, LLC | $2.3M |
| 2 | BENJAMIN EDWARDS INC | $808.0K |
| 3 | EverSource Wealth Advisors, LLC | $53.9K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$808.0K | |
| 2 | +$286.4K | |
| 3 | +$6.2K |
| # | ||
|---|---|---|
| 1 | Worthington Financial Partners, LLC | $2.3M |
| 2 | BENJAMIN EDWARDS INC | $808.0K |
| 3 | EverSource Wealth Advisors, LLC | $53.9K |
| # | ||
|---|---|---|
| 1 | +$808.0K | |
| 2 | +$286.4K | |
| 3 | +$6.2K |