Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Aspect Partners, LLC | $7.6M |
| 2 | Berkeley, Inc | $5.8M |
| 3 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.3M |
| 4 | Crumly & Associates Inc. | $582.4K |
| 5 | Global View Capital Management LLC | $439.1K |
| 6 | Accurate Wealth Management, LLC | $406.9K |
| 7 | Abacus Planning Group, Inc. | $222.1K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$292.3K | |
| 3 | +$222.1K | |
| 4 | +$18.5K | |
| 5 | -$62.9K | |
| 6 | -$77.7K | |
| 7 | -$338.5K | |
| 8 | -$567.4K |