Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Independence Asset Advisors, LLC | $46.9M |
| 2 | Bison Wealth, LLC | $1.5M |
| 3 | Castleview Partners, LLC | $816.0K |
| 4 | Ferguson Shapiro LLC | $452.4K |
| 5 | Darwin Wealth Management, LLC | $247.8K |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $136.1K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$1.4M | |
| 2 | +$104.0K | |
| 3 | +$59.4K | |
| 4 | +$20.5K | |
| 5 | +$3.1K | |
| 6 | -$447.0K |