Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $660.5K |
| 2 | TrueMark Investments, LLC | $462.8K |
| 3 | DECISION INVESTMENTS, INC | $166.8K |
| 4 | CoreCap Advisors, LLC | $29.8K |
| 5 | HIGHLINE WEALTH PARTNERS LLC | $3.1K |
| 6 | TSFG, LLC | $7 |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$439.6K | |
| 2 | +$77.5K | |
| 3 | +$42.5K | |
| 4 | +$3.2K | |
| 5 | +$3.1K | |
| 6 | +$1 |