Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Global Financial Private Client, LLC | $901.1K |
| 2 | BEACON FINANCIAL GROUP | $270.0K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$270.0K | |
| 2 | -$18.0K |
| # | ||
|---|---|---|
| 1 | Global Financial Private Client, LLC | $901.1K |
| 2 | BEACON FINANCIAL GROUP | $270.0K |
| # | ||
|---|---|---|
| 1 | +$270.0K | |
| 2 | -$18.0K |