Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.0M |
| 2 | Aspect Partners, LLC | $100.5K |
| 3 | CoreCap Advisors, LLC | $5.5K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$118.0K | |
| 2 | -$66 | |
| 3 | -$1.7K |
| # | ||
|---|---|---|
| 1 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.0M |
| 2 | Aspect Partners, LLC | $100.5K |
| 3 | CoreCap Advisors, LLC | $5.5K |
| # | ||
|---|---|---|
| 1 | +$118.0K | |
| 2 | -$66 | |
| 3 | -$1.7K |