Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Realta Investment Advisors | $538.5K |
| 2 | BUFFALO BUSINESS & ESTATE SERVICES LTD | $481.6K |
| 3 | Brookwood Investment Group LLC | $408.3K |
| 4 | GRIFFIN ASSET MANAGEMENT, INC. | $352.0K |
| 5 | Apollon Wealth Management, LLC | $258.9K |
| 6 | Avior Wealth Management, LLC | $251.9K |
| 7 | Mraz, Amerine & Associates, Inc. | $206.1K |
| 8 | SBI Securities Co., Ltd. | $15.5K |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $6.2K |
| 10 | Aspect Partners, LLC | $1.3K |
| 11 | Essential Investment Partners LLC | $412 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$538.5K | |
| 2 | +$481.6K | |
| 3 | +$258.9K | |
| 4 | +$251.9K | |
| 5 | +$206.1K | |
| 6 | +$116.0K | |
| 7 | +$95.7K | |
| 8 | +$15.3K | |
| 9 | +$6.2K | |
| 10 | +$601 | |
| 11 | +$100 | |
| 12 | -$734.4K |