Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | DAVENPORT & Co LLC | $12.0M |
| 2 | Canvas Wealth Advisors, LLC | $1.9M |
| 3 | Harbour Capital Advisors, LLC | $512.9K |
| 4 | Bison Wealth, LLC | $319.9K |
| 5 | Trust Co | $114.1K |
| 6 | RiverPark Advisors, LLC | $59.9K |
| 7 | High Point Wealth Management, LLC | $19.7K |
| 8 | MassMutual Private Wealth & Trust, FSB | $11.8K |
| 9 | SBI Securities Co., Ltd. | $3.5K |
| 10 | Allied Private Wealth LLC | $2.5K |
| 11 | Key FInancial Inc | $2.0K |
| 12 | Farther Finance Advisors, LLC | $1.2K |
| 13 | Blue Trust, Inc. | $983 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$12.0M | |
| 2 | +$817.5K | |
| 3 | +$211.1K | |
| 4 | +$114.1K | |
| 5 | +$19.7K | |
| 6 | +$2.2K | |
| 7 | +$2.0K | |
| 8 | +$1.2K | |
| 9 | +$730 | |
| 10 | -$36 | |
| 11 | -$426 | |
| 12 | -$118.7K | |
| 13 | -$509.3K |