Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Legacy CG, LLC | $3.6M |
| 2 | Heck Capital Advisors, LLC | $1.4M |
| 3 | Fermata Advisors, LLC | $1.1M |
| 4 | Fortune Financial Advisors, LLC | $511.1K |
| 5 | Formidable Asset Management, LLC | $476.4K |
| 6 | Royal Fund Management, LLC | $214.8K |
| 7 | Spinnaker Investment Group, LLC | $209.6K |
| 8 | Central Pacific Bank - Trust Division | $207.5K |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $99.4K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$3.6M | |
| 2 | +$1.1M | |
| 3 | +$716.1K | |
| 4 | +$511.1K | |
| 5 | +$223.1K | |
| 6 | +$214.8K | |
| 7 | +$1.4K | |
| 8 | -$378 | |
| 9 | -$790 | |
| 10 | -$125.2K |