Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $2.3M |
| 2 | Uncommon Cents Investing LLC | $505.1K |
| 3 | Noble Wealth Management PBC | $254.7K |
| 4 | TrueMark Investments, LLC | $60.5K |
| 5 | Integris Wealth Management, LLC | $59.7K |
| 6 | Allied Private Wealth LLC | $3.7K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$423.6K | |
| 2 | +$4.8K | |
| 3 | +$100 | |
| 4 | -$3.2K | |
| 5 | -$156.7K |