Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | ARVEST INVESTMENTS, INC. | $2.7M |
| 2 | Professional Financial Advisors, LLC | $289.7K |
| 3 | Brookwood Investment Group LLC | $270.9K |
| 4 | Wealthcare Advisory Partners LLC | $228.3K |
| 5 | Farther Finance Advisors, LLC | $39.6K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$60.3K | |
| 2 | +$8.3K | |
| 3 | +$1.6K | |
| 4 | -$1.3K | |
| 5 | -$70.4K | |
| 6 | -$67.2M |