Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Triumph Capital Management | $613.2K |
| 2 | PMG Family Office LLC | $229.5K |
| 3 | Farther Finance Advisors, LLC | $71.1K |
| 4 | IFP Advisors, Inc | $16.1K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$229.5K | |
| 2 | +$133.6K | |
| 3 | +$3.1K | |
| 4 | +$2.0K |