Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $784.9K |
| 2 | Marquette Asset Management, LLC | $204.2K |
| 3 | SALEM INVESTMENT COUNSELORS INC | $31.7K |
| 4 | GAMMA Investing LLC | $445 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$204.2K | |
| 2 | +$59.2K | |
| 3 | +$1.2K | |
| 4 | +$17 |