Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | SIGNATUREFD, LLC | $52.0K |
| 2 | Legacy Advisors, LLC | $27.2K |
| 3 | Sunbeam Capital Management, LLC | $6.8K |
| 4 | Castleview Partners, LLC | $2.6K |
| 5 | Hickory Point Bank & Trust | $1.3K |
| 6 | AM INVESTMENT STRATEGIES LLC | $52 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$52.0K | |
| 2 | +$27.2K | |
| 3 | +$6.8K | |
| 4 | -$14 | |
| 5 | -$350 | |
| 6 | -$700 | |
| 7 | -$122.1K |