Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | DAVENPORT & Co LLC | $91.2M |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.7M |
| 3 | HBW ADVISORY SERVICES LLC | $1.3M |
| 4 | Nautilus Advisors LLC | $326.7K |
| 5 | Farther Finance Advisors, LLC | $46.7K |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $42.9K |
| 7 | Key FInancial Inc | $39.2K |
| 8 | STEPH & CO | $16.1K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$103.9K | |
| 2 | -$411 | |
| 3 | -$1.0K | |
| 4 | -$1.0K | |
| 5 | -$6.6K | |
| 6 | -$7.6K | |
| 7 | -$68.8K | |
| 8 | -$91.1K | |
| 9 | -$16.9M |