Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Catawba River Capital | $3.9M |
| 2 | Simplify Asset Management Inc. | $1.1M |
| 3 | BFSG, LLC | $33.7K |
| 4 | SRH ADVISORS, LLC | $647 |
| 5 | EverSource Wealth Advisors, LLC | $61 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$1.1M | |
| 2 | +$6.5K | |
| 3 | +$125 | |
| 4 | -$99 | |
| 5 | -$170.8K |