Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Gradient Investments LLC | $61.3M |
| 2 | Asset Advisors Investment Management, LLC | $11.9M |
| 3 | DAVENPORT & Co LLC | $4.4M |
| 4 | Paladin Wealth, LLC | $2.3M |
| 5 | NAPLES GLOBAL ADVISORS, LLC | $644.9K |
| 6 | Breakwater Capital Group | $530.9K |
| 7 | Walser Wealth Management Company, A Ltd Liability Co | $337.7K |
| 8 | 1620 INVESTMENT ADVISORS, INC. | $20.3K |
| 9 | CoreCap Advisors, LLC | $4.6K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$4.4M | |
| 2 | +$586.9K | |
| 3 | +$337.7K | |
| 4 | +$200.4K | |
| 5 | +$125.5K | |
| 6 | +$72.2K | |
| 7 | +$20.3K | |
| 8 | +$4.6K | |
| 9 | -$1.8M |