Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | J.E. Simmons & Co., P.C. | $2.0M |
| 2 | SENTINEL PENSION ADVISORS, LLC | $766.3K |
| 3 | Farther Finance Advisors, LLC | $286.8K |
| 4 | Goelzer Investment Management, Inc. | $282.5K |
| 5 | Triumph Capital Management | $47.0K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$654.3K | |
| 2 | +$286.8K | |
| 3 | +$282.5K | |
| 4 | +$161.3K | |
| 5 | +$47.0K |