Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Cornerstone Management, Inc. | $18.1M |
| 2 | EverSource Wealth Advisors, LLC | $12.2M |
| 3 | Blue Trust, Inc. | $2.7M |
| 4 | BOS Asset Management, LLC | $1.6M |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$210.2K | |
| 3 | +$176.1K | |
| 4 | -$4.0M |