Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Camelot Portfolios, LLC | $646.9K |
| 2 | TrustBank | $610.4K |
| 3 | J.W. COLE ADVISORS, INC. | $297.6K |
| 4 | Investment Partners Asset Management, Inc. | $227.0K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$610.4K | |
| 2 | +$297.6K | |
| 3 | +$12.0K | |
| 4 | +$7.1K | |
| 5 | -$27.6K | |
| 6 | -$67.5K |