Thursday, May 14
Good morning, Advisor
Here’s what needs your attention today.
Total AUM
$48.7M
+0.31% today
Households
12
Active clients
Active alerts
3
Requires review
Stress tests
3
This week
Top movers today
Open intelligenceNV
NVDA
Harrison Family
▲ 4.21%
1D
TS
TSLA
Patel Trust
▼ 3.18%
1D
MS
MSFT
Chen Portfolio
▲ 1.94%
1D
GL
GLD
Reyes IRA
▼ 0.87%
1D