Ezra Halvorsen's share of assets with your firm went from 56% to 34%

Ezra Halvorsen · Mass Affluent · 50-59 · Columbus, OH · Advisor Dana Whitfield

Why it fired

Down 22 points in 90 days. Total assets: $847,551.

Rule: The home firm's share of total assets moves by 10 points or more within 90 days.

Share of assets with your firm

Evidence (4)

Reported balance
Aug 3, 2026 · Your Firm brokerage account
$431,946
Transfer to Merrill brokerage ••3302
Oct 28, 2026 · Your Firm brokerage account
−$184,500
Transfer from Your Firm brokerage ••3856
Oct 28, 2026 · Merrill brokerage account
+$184,500
Reported balance
Nov 2, 2026 · Your Firm brokerage account
$288,618

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

“Ezra, I noticed some of your assets are now held elsewhere. I'd love to hear what prompted that, and whether there's anything we could do better.”

A prompt for a conversation, not financial advice.

Status: Dismissed