Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | SIERRA SUMMIT ADVISORS LLC | $904.7K |
| 2 | Triumph Capital Management | $552.4K |
| 3 | Founders Capital Management | $26.9K |
| 4 | LANARK FINANCIAL, INC. | $17.0K |
| 5 | Farther Finance Advisors, LLC | $6.8K |
| 6 | SBI Securities Co., Ltd. | $2.8K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$904.7K | |
| 2 | +$17.0K | |
| 3 | +$8.5K | |
| 4 | +$1.0K | |
| 5 | +$106 | |
| 6 | +$32 | |
| 7 | -$645 | |
| 8 | -$2.6K |