Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | TEXAS PERMANENT SCHOOL FUND CORP | $461.4K |
| 2 | Yorktown Management & Research Co Inc | $263.0K |
| 3 | Tranquility Partners, LLC | $204.9K |
| 4 | SOA Wealth Advisors, LLC. | $27.7K |
| 5 | FIRST HORIZON CORP | $5.3K |
| 6 | City State Bank | $4.6K |
| 7 | SBI Securities Co., Ltd. | $4.3K |
| 8 | Marquette Asset Management, LLC | $3.5K |
| 9 | EverSource Wealth Advisors, LLC | $646 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$461.4K | |
| 2 | +$263.0K | |
| 3 | +$204.9K | |
| 4 | +$27.7K | |
| 5 | +$5.3K | |
| 6 | +$4.6K | |
| 7 | +$4.3K | |
| 8 | +$3.5K | |
| 9 | +$646 |