Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Crewe Advisors LLC | $208.1K |
| 2 | Bell Bank | $57.5K |
| 3 | NWAM LLC | $57.0K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$125.6K | |
| 2 | +$57.5K | |
| 3 | +$16.1K |
| # | ||
|---|---|---|
| 1 | Crewe Advisors LLC | $208.1K |
| 2 | Bell Bank | $57.5K |
| 3 | NWAM LLC | $57.0K |
| # | ||
|---|---|---|
| 1 | +$125.6K | |
| 2 | +$57.5K | |
| 3 | +$16.1K |