Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | GRIFFIN ASSET MANAGEMENT, INC. | $1.9M |
| 2 | DAVENPORT & Co LLC | $717.6K |
| 3 | Prospera Financial Services Inc | $573.5K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $400.2K |
| 5 | Farther Finance Advisors, LLC | $321.8K |
| 6 | Fulcrum Equity Management | $263.4K |
| 7 | HARBOR INVESTMENT ADVISORY, LLC | $29.1K |
| 8 | Spire Wealth Management | $3.4K |
| 9 | Triumph Capital Management | $646 |
| 10 | Physician Wealth Advisors, Inc. | $640 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$573.5K | |
| 2 | +$263.4K | |
| 3 | +$248.6K | |
| 4 | +$136.6K | |
| 5 | +$86.3K | |
| 6 | +$58.7K | |
| 7 | +$29.1K | |
| 8 | +$652 | |
| 9 | +$646 | |
| 10 | +$122 | |
| 11 | -$1.4K |