Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Confluence Wealth Services, Inc. | $695.5K |
| 2 | BRANDYWINE OAK PRIVATE WEALTH LLC | $178.5K |
| 3 | River Street Advisors LLC | $131.0K |
| 4 | Farther Finance Advisors, LLC | $126.2K |
| 5 | Founders Capital Management | $56.6K |
| 6 | EverSource Wealth Advisors, LLC | $11.3K |
| 7 | HIGHLINE WEALTH PARTNERS LLC | $6.8K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded