Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Fermata Advisors, LLC | $672.2K |
| 2 | Prospera Financial Services Inc | $295.3K |
| 3 | Tenzing Financial LLC | $218.1K |
| 4 | GAMMA Investing LLC | $180.2K |
| 5 | EVOLUTION WEALTH MANAGEMENT INC. | $21.8K |
| 6 | Triumph Capital Management | $4.1K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$218.1K | |
| 2 | +$21.7K | |
| 3 | +$15.6K | |
| 4 | +$14.3K | |
| 5 | +$2.6K | |
| 6 | -$2.8K |