Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Harbor Group, Inc. | $54.7M |
| 2 | Pathway Financial Advisors LLC | $4.9M |
| 3 | CRUX WEALTH ADVISORS | $3.9M |
| 4 | WORLD EQUITY GROUP, INC. | $217.9K |
| 5 | Versant Capital Management, Inc | $1.6K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$6.3M | |
| 2 | +$329.3K | |
| 3 | +$135 | |
| 4 | -$121.4K | |
| 5 | -$3.2M |