Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | OxenFree Capital LLC | $6.8M |
| 2 | Everhart Financial Group, Inc. | $1.2M |
| 3 | PARAGON CAPITAL MANAGEMENT INC | $953.6K |
| 4 | Merit Financial Group, LLC | $666.2K |
| 5 | Farther Finance Advisors, LLC | $269.5K |
| 6 | Key Client Fiduciary Advisors, LLC | $235.9K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$740.2K | |
| 2 | +$93.8K | |
| 3 | +$74.1K | |
| 4 | +$49.9K | |
| 5 | +$19.8K | |
| 6 | -$13.5K | |
| 7 | -$78.4K |