Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Quantum Financial Advisors, LLC | $9.6M |
| 2 | High Note Wealth, LLC | $1.4M |
| 3 | DAVENPORT & Co LLC | $1.0M |
| 4 | MKT Advisors LLC | $484.8K |
| 5 | ARK & TLK INVESTMENTS, LLC | $453.9K |
| 6 | Farther Finance Advisors, LLC | $30.2K |
| 7 | BARRETT & COMPANY, INC. | $26.2K |
| 8 | Hartford Financial Management Inc. | $126 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$788.5K | |
| 2 | +$642.6K | |
| 3 | +$30.2K | |
| 4 | +$29.6K | |
| 5 | +$6.5K | |
| 6 | +$2.2K | |
| 7 | +$125 | |
| 8 | $0 |