Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | XML Financial, LLC | $891.1K |
| 2 | Farther Finance Advisors, LLC | $655.0K |
| 3 | Cordoba Advisory Partners LLC | $267.1K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$345.9K | |
| 2 | +$267.1K | |
| 3 | +$35.1K | |
| 4 | -$1.0M |
| # | ||
|---|---|---|
| 1 | XML Financial, LLC | $891.1K |
| 2 | Farther Finance Advisors, LLC | $655.0K |
| 3 | Cordoba Advisory Partners LLC | $267.1K |
| # | ||
|---|---|---|
| 1 | +$345.9K | |
| 2 | +$267.1K | |
| 3 | +$35.1K | |
| 4 | -$1.0M |