Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Quantum Financial Advisors, LLC | $6.9M |
| 2 | High Note Wealth, LLC | $3.7M |
| 3 | DAVENPORT & Co LLC | $1.0M |
| 4 | MKT Advisors LLC | $505.0K |
| 5 | ARK & TLK INVESTMENTS, LLC | $441.4K |
| 6 | Focus Financial Network, Inc. | $216.5K |
| 7 | Cohalo Advisory LLC | $211.1K |
| 8 | BARRETT & COMPANY, INC. | $26.1K |
| 9 | Farther Finance Advisors, LLC | $4 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$791.2K | |
| 2 | +$211.1K | |
| 3 | +$30.0K | |
| 4 | +$23.7K | |
| 5 | +$2.8K | |
| 6 | +$1.4K | |
| 7 | +$165 | |
| 8 | -$4.2K | |
| 9 | -$1.7M |