Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Prospera Financial Services Inc | $15.5M |
| 2 | Bison Wealth, LLC | $2.1M |
| 3 | GAMMA Investing LLC | $1.0M |
| 4 | DAVENPORT & Co LLC | $926.0K |
| 5 | EWA, LLC | $706.4K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $219.8K |
| 7 | EVOLUTION WEALTH MANAGEMENT INC. | $71.9K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$706.4K | |
| 2 | +$362.5K | |
| 3 | +$219.8K | |
| 4 | +$191.0K | |
| 5 | +$114.4K | |
| 6 | +$58.3K | |
| 7 | +$16.1K |