Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Farther Finance Advisors, LLC | $6.2M |
| 2 | Verum Partners LLC | $4.0M |
| 3 | Catalyst Capital Advisors LLC | $2.7M |
| 4 | Sovereign Financial Group, Inc. | $560.3K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$6.1M | |
| 2 | +$4.0M | |
| 3 | +$1.1M | |
| 4 | +$450.2K | |
| 5 | -$260.1K |