Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Archford Capital Strategies, LLC | $4.0M |
| 2 | Triangle Securities Wealth Management | $2.6M |
| 3 | Cambridge Advisors Inc. | $668.8K |
| 4 | GAMMA Investing LLC | $18.2K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$294.5K | |
| 2 | +$8.6K | |
| 3 | +$5.7K | |
| 4 | +$5.1K |