Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $1.2M |
| 2 | SAPIENT CAPITAL LLC | $766.7K |
| 3 | CoreCap Advisors, LLC | $218.3K |
| 4 | Mraz, Amerine & Associates, Inc. | $101.6K |
| 5 | EverSource Wealth Advisors, LLC | $165 |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$1.8K | |
| 2 | +$1 | |
| 3 | -$9 | |
| 4 | -$643 | |
| 5 | -$15.8K | |
| 6 | -$737.2K |