Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | IFC & Insurance Marketing, Inc. | $634.0K |
| 2 | Farther Finance Advisors, LLC | $228.5K |
| 3 | KERR FINANCIAL PLANNING Corp | $99.2K |
| 4 | Versant Capital Management, Inc | $66.6K |
| 5 | Investors Research Corp | $5.4K |
| 6 | SBI Securities Co., Ltd. | $2.3K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$70.9K | |
| 2 | +$23.5K | |
| 3 | +$7.2K | |
| 4 | +$4.0K | |
| 5 | +$579 | |
| 6 | +$339 | |
| 7 | -$13.0K |