Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | TRUE Private Wealth Advisors | $33.9M |
| 2 | Quantum Financial Advisors, LLC | $9.7M |
| 3 | Split Rock Private Trading & Wealth Management, LLC | $2.2M |
| 4 | DAVENPORT & Co LLC | $1.0M |
| 5 | Penobscot Investment Management Company, Inc. | $894.2K |
| 6 | MKT Advisors LLC | $486.6K |
| 7 | ARK & TLK INVESTMENTS, LLC | $471.0K |
| 8 | Clark Asset Management, LLC | $266.5K |
| 9 | Farther Finance Advisors, LLC | $183.6K |
| 10 | BARRETT & COMPANY, INC. | $26.3K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$1.0M | |
| 3 | +$951.6K | |
| 4 | +$55.3K | |
| 5 | +$27.3K | |
| 6 | +$15.2K | |
| 7 | +$1.2K | |
| 8 | +$1.1K | |
| 9 | +$60 | |
| 10 | -$5.0M |