Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | $5.0M |
| 2 | Tanager Wealth Management LLP | $799.5K |
| 3 | Mayflower Financial Advisors, LLC | $502.6K |
| 4 | NOVEM GROUP | $225.7K |
| 5 | 1620 INVESTMENT ADVISORS, INC. | $9.8K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$502.6K | |
| 2 | +$483.1K | |
| 3 | +$225.7K | |
| 4 | +$65.4K | |
| 5 | +$7.4K |