Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Cox Capital Mgt LLC | $1.3M |
| 2 | OAK FAMILY ADVISORS, LLC | $972.7K |
| 3 | Farther Finance Advisors, LLC | $9.3K |
| 4 | AdvisorNet Financial, Inc | $2.8K |
| 5 | Physician Wealth Advisors, Inc. | $1.3K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$94.8K | |
| 3 | +$182 | |
| 4 | +$114 | |
| 5 | +$54 |