Astrana Health
ASTH
Stock Holding History
SteelPeak Wealth
Woodland Hills, California
$3.8B AUM
48.92%
1-Year Est. Return
Insight Wealth Strategies
San Ramon, California
$1.02B AUM
38%
1-Year Est. Return
Westmount Partners
Los Angeles, California
$454M AUM
31.05%
1-Year Est. Return
Curated Wealth Partners
El Segundo, California
$774M AUM
5.71%
1-Year Est. Return
NorthCrest Asset Manangement
Plymouth, Minnesota
$3.89B AUM
40.33%
1-Year Est. Return
GAMMA Investing
Foster City, California
$2.69B AUM
42.78%
1-Year Est. Return
Versant Capital Management
Phoenix, Arizona
$1.12B AUM
34.21%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
Trust Company
Manhattan, Kansas
$1.11B AUM
13.1%
1-Year Est. Return
JFS Wealth Advisors
Hermitage, Pennsylvania
$2.01B AUM
21.74%
1-Year Est. Return