Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Marotta Asset Management | $4.0M |
| 2 | Rydar Equities, Inc. | $1.3M |
| 3 | Sage Capital Advisors,llc | $821.8K |
| 4 | Clark Asset Management, LLC | $269.4K |
| 5 | Fairway Wealth LLC | $28.9K |
| 6 | AdvisorNet Financial, Inc | $17.8K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$2.7M | |
| 2 | +$1.3M | |
| 3 | +$125.6K | |
| 4 | +$41.1K | |
| 5 | +$16.9K | |
| 6 | +$2.7K | |
| 7 | -$873.1K |