Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Vanguard Capital Wealth Advisors | $549.8K |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $308.4K |
| 3 | Synergy Asset Management, LLC | $204.5K |
| 4 | VIMA LLC | $175.6K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$308.4K | |
| 2 | -$147.7K | |
| 3 | -$852.9K |