Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Blue Trust, Inc. | $4.3M |
| 2 | Focus Financial Network, Inc. | $301.9K |
| 3 | Farther Finance Advisors, LLC | $2.6K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$30.5K | |
| 2 | +$303 | |
| 3 | -$2.7K | |
| 4 | -$347.1K |
| # | ||
|---|---|---|
| 1 | Blue Trust, Inc. | $4.3M |
| 2 | Focus Financial Network, Inc. | $301.9K |
| 3 | Farther Finance Advisors, LLC | $2.6K |
| # | ||
|---|---|---|
| 1 | +$30.5K | |
| 2 | +$303 | |
| 3 | -$2.7K | |
| 4 | -$347.1K |