Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Marotta Asset Management | $13.0M |
| 2 | Brookstone Capital Management | $237.4K |
| 3 | MARYLAND CAPITAL ADVISORS INC. | $12.1K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | -$230.6K | |
| 3 | -$18.6M |
| # | ||
|---|---|---|
| 1 | Marotta Asset Management | $13.0M |
| 2 | Brookstone Capital Management | $237.4K |
| 3 | MARYLAND CAPITAL ADVISORS INC. | $12.1K |
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | -$230.6K | |
| 3 | -$18.6M |