Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Old Port Advisors | $1.1M |
| 2 | Berkeley, Inc | $686.5K |
| 3 | Southland Equity Partners LLC | $409.6K |
| 4 | Wealthcare Advisory Partners LLC | $270.0K |
| 5 | BEACON FINANCIAL GROUP | $240.2K |
| 6 | SBI Securities Co., Ltd. | $111.1K |
| 7 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $26.3K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$75.7K | |
| 2 | +$64.9K | |
| 3 | +$43.5K | |
| 4 | +$25.2K | |
| 5 | +$17.1K | |
| 6 | +$15.4K | |
| 7 | +$1.2K | |
| 8 | -$228 |