Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Quantum Financial Advisors, LLC | $2.3M |
| 2 | Pacific Excel Wealth Advisors, Inc. | $282.9K |
| 3 | LEAVELL INVESTMENT MANAGEMENT, INC. | $255.8K |
| 4 | IFP Advisors, Inc | $134.0K |
| 5 | ADIRONDACK TRUST CO | $30.0K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$2.3M | |
| 2 | +$282.9K | |
| 3 | +$255.8K | |
| 4 | +$134.0K | |
| 5 | +$30.0K |