Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | PFG Investments, LLC | $15.5M |
| 2 | Farther Finance Advisors, LLC | $353.6K |
| 3 | TFC Financial Management, Inc. | $150.2K |
| 4 | Colorado Capital Management, Inc. | $5.2K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$4.0M | |
| 2 | +$201.0K | |
| 3 | +$28.9K | |
| 4 | +$892 |