Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | TrueMark Investments, LLC | $15.4M |
| 2 | Aegis Wealth Management, Inc. | $568.9K |
| 3 | Mosley Wealth Management | $8.2K |
| 4 | Networth Advisors, LLC | $4.4K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$7.4M | |
| 2 | +$42.4K | |
| 3 | +$5.0K | |
| 4 | -$8.9K |