Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Smith Salley Wealth Management | $275.7K |
| 2 | Davidson Kahn Capital Management, LLC | $13.0K |
| 3 | J.W. COLE ADVISORS, INC. | $8.3K |
| 4 | Farther Finance Advisors, LLC | $4.5K |
| 5 | Blue Trust, Inc. | $1.4K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$13.0K | |
| 2 | +$8.3K | |
| 3 | +$4.5K | |
| 4 | -$906 | |
| 5 | -$3.0K | |
| 6 | -$41.7K | |
| 7 | -$172.8K |