Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Wedmont Private Capital | $274.3K |
| 2 | Key FInancial Inc | $85.5K |
| 3 | Trust Co | $36.4K |
| 4 | Farther Finance Advisors, LLC | $9.1K |
| 5 | Darwin Wealth Management, LLC | $1.3K |
| 6 | DHJJ Financial Advisors, Ltd. | $109 |
| 7 | SIGNATUREFD, LLC | $16 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$12.4K | |
| 2 | +$5.8K | |
| 3 | +$2.5K | |
| 4 | +$644 | |
| 5 | +$8 | |
| 6 | +$1 | |
| 7 | -$438 |