Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Mraz, Amerine & Associates, Inc. | $2.0M |
| 2 | Vision Retirement, LLC | $69.5K |
| 3 | SIGNATUREFD, LLC | $16.9K |
| 4 | Farther Finance Advisors, LLC | $13.8K |
| 5 | Capital Investment Advisory Services, LLC | $10.2K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | -$1.5K | |
| 2 | -$2.7K | |
| 3 | -$3.0K | |
| 4 | -$5.4K | |
| 5 | -$10.9K | |
| 6 | -$11.0K | |
| 7 | -$186.4K | |
| 8 | -$1.5M |