Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Old Port Advisors | $1.5M |
| 2 | Wealthcare Advisory Partners LLC | $526.0K |
| 3 | Tactive Advisors, LLC | $257.2K |
| 4 | INVESTMENT HOUSE LLC | $168.9K |
| 5 | Farther Finance Advisors, LLC | $58.4K |
| 6 | Hilltop National Bank | $36.9K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$257.2K | |
| 3 | +$120.2K | |
| 4 | +$58.4K | |
| 5 | +$36.9K | |
| 6 | $0 | |
| 7 | -$35.1K |