Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | CAMELOT TECHNOLOGY ADVISORS, INC. | $798.3K |
| 2 | Auour Investments LLC | $454.3K |
| 3 | Essex LLC | $272.4K |
| 4 | Strategic Investment Solutions, Inc. /IL | $34.9K |
| 5 | TRUST CO OF TOLEDO NA /OH/ | $2.8K |
| 6 | CoreCap Advisors, LLC | $1.3K |
| 7 | Farther Finance Advisors, LLC | $105 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$47.9K | |
| 2 | +$34.9K | |
| 3 | +$489 | |
| 4 | $0 | |
| 5 | -$16 | |
| 6 | -$1.6K | |
| 7 | -$12.9K | |
| 8 | -$18.8K | |
| 9 | -$236.5K | |
| 10 | -$301.3K |