Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | AVALON CAPITAL MANAGEMENT | $2.6M |
| 2 | Yoffe Investment Management, LLC | $592.9K |
| 3 | NWAM LLC | $456.5K |
| 4 | Composition Wealth, LLC | $337.0K |
| 5 | Baker Ellis Asset Management LLC | $231.7K |
| 6 | Triumph Capital Management | $21.1K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$588.7K | |
| 2 | +$231.7K | |
| 3 | +$46.3K | |
| 4 | +$26.3K | |
| 5 | +$1.6K | |
| 6 | -$443.2K | |
| 7 | -$696.7K |