Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Pacifica Partners Inc. | $47.4K |
| 2 | SBI Securities Co., Ltd. | $26.2K |
| 3 | Verum Partners LLC | $19.9K |
| 4 | Winter & Associates, Inc. | $19.2K |
| 5 | Farther Finance Advisors, LLC | $3.0K |
| 6 | Decker Retirement Planning Inc. | $756 |
| 7 | FINANCIAL CONSULATE, INC | $266 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$47.4K | |
| 2 | -$131 | |
| 3 | -$375 | |
| 4 | -$1.7K | |
| 5 | -$9.7K | |
| 6 | -$9.8K | |
| 7 | -$10.7K | |
| 8 | -$22.4K |