Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Atlatl Advisers LLC | $1.3M |
| 2 | OPTIMA CAPITAL LLC | $770.1K |
| 3 | Capstone Capital Management Ltd | $725.1K |
| 4 | Objective Capital Management, LLC | $478.1K |
| 5 | Wealthcare Advisory Partners LLC | $439.9K |
| 6 | NWAM LLC | $286.9K |
| 7 | Blue Trust, Inc. | $244.6K |
| 8 | Farther Finance Advisors, LLC | $52.0K |
| 9 | AdvisorNet Financial, Inc | $25.3K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$770.1K | |
| 2 | +$725.1K | |
| 3 | +$595.3K | |
| 4 | +$286.9K | |
| 5 | +$176.2K | |
| 6 | +$161.2K | |
| 7 | +$109.6K | |
| 8 | +$52.0K | |
| 9 | +$8.7K | |
| 10 | -$2.5M |