Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $44.4M |
| 2 | Summit Investment Advisory Services, LLC | $26.5M |
| 3 | DAVENPORT & Co LLC | $5.6M |
| 4 | Towerpoint Wealth, LLC | $2.4M |
| 5 | Somerset Trust Co | $1.4M |
| 6 | Pine Valley Investments Ltd Liability Co | $575.2K |
| 7 | Wilkerson Advisory Group LLC | $31.3K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$26.5M | |
| 2 | +$5.6M | |
| 3 | +$4.4M | |
| 4 | +$428.6K | |
| 5 | +$338.3K | |
| 6 | +$147.0K | |
| 7 | +$3.2K |