Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | WINEBRENNER CAPITAL MANAGEMENT LLC | $402.1K |
| 2 | Synergy Asset Management, LLC | $187.4K |
| 3 | Dynamic Advisor Solutions LLC | $144.8K |
| 4 | SENTINEL PENSION ADVISORS, LLC | $125.8K |
| 5 | LANARK FINANCIAL, INC. | $10.0K |
| 6 | Farther Finance Advisors, LLC | $1.1K |
| 7 | CoreCap Advisors, LLC | $57 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$125.8K | |
| 2 | +$33.2K | |
| 3 | +$7.3K | |
| 4 | -$3 | |
| 5 | -$48 | |
| 6 | -$10.0K | |
| 7 | -$16.1K | |
| 8 | -$135.8K | |
| 9 | -$1.2M |