Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Simplify Asset Management Inc. | $2.8M |
| 2 | Brookwood Investment Group LLC | $2.0M |
| 3 | Castleview Partners, LLC | $1.4M |
| 4 | LANARK FINANCIAL, INC. | $149.1K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$462.6K | |
| 2 | +$149.1K | |
| 3 | -$76.7K | |
| 4 | -$196.5K |