Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Client First Investment Management LLC | $1.3M |
| 2 | Portus Wealth Advisors, LLC | $702.8K |
| 3 | Bison Wealth, LLC | $315.8K |
| 4 | SBI Securities Co., Ltd. | $97.2K |
| 5 | ST GERMAIN D J CO INC | $38.8K |
| 6 | Farther Finance Advisors, LLC | $3.2K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$699.6K | |
| 3 | +$19.7K | |
| 4 | +$9.0K | |
| 5 | +$5.7K | |
| 6 | +$718 | |
| 7 | -$215.4K | |
| 8 | -$347.6K |