Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $7.5M |
| 2 | BCS Wealth Management | $5.8M |
| 3 | NESTEGG ADVISORS, INC. | $3.1M |
| 4 | D.A. DAVIDSON & CO. | $2.5M |
| 5 | Clark Asset Management, LLC | $1.1M |
| 6 | Key FInancial Inc | $878.1K |
| 7 | PRECEDENT WEALTH PARTNERS, LLC | $842.4K |
| 8 | Wedmont Private Capital | $598.5K |
| 9 | Sequoia Financial Advisors, LLC | $596.9K |
| 10 | SAX WEALTH ADVISORS, LLC | $403.5K |
| 11 | YARGER WEALTH STRATEGIES, LLC | $393.3K |
| 12 | J.W. COLE ADVISORS, INC. | $351.6K |
| 13 | Bill Few Associates, Inc. | $232.2K |
| 14 | COOKSON PEIRCE & CO INC | $226.0K |
| 15 | IFP Advisors, Inc | $97.4K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$598.5K | |
| 3 | +$403.5K | |
| 4 | +$351.6K | |
| 5 | +$341.9K | |
| 6 | +$282.5K | |
| 7 | +$197.2K | |
| 8 | +$177.7K | |
| 9 | +$111.7K | |
| 10 | +$23.4K | |
| 11 | +$12.5K | |
| 12 | +$9.5K | |
| 13 | +$8.5K | |
| 14 | +$3.7K | |
| 15 | -$468.7K |