Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Old Port Advisors | $4.1M |
| 2 | FLAGSHIP HARBOR ADVISORS, LLC | $2.5M |
| 3 | Baker Ellis Asset Management LLC | $766.1K |
| 4 | Total Clarity Wealth Management, Inc. | $615.8K |
| 5 | Yoffe Investment Management, LLC | $442.7K |
| 6 | Focus Financial Network, Inc. | $290.3K |
| 7 | Farther Finance Advisors, LLC | $47.1K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$290.3K | |
| 2 | +$99.2K | |
| 3 | -$12.5K | |
| 4 | -$29.6K | |
| 5 | -$38.7K | |
| 6 | -$46.2K | |
| 7 | -$90.2K | |
| 8 | -$193.0K | |
| 9 | -$367.6K |