Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | DAVENPORT & Co LLC | $4.2M |
| 2 | Realta Investment Advisors | $597.8K |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $520.2K |
| 4 | Wealthcare Advisory Partners LLC | $349.6K |
| 5 | D.A. DAVIDSON & CO. | $220.9K |
| 6 | Spire Wealth Management | $138.9K |
| 7 | HARBOR INVESTMENT ADVISORY, LLC | $39.5K |
| 8 | HIGHLINE WEALTH PARTNERS LLC | $4.9K |
| 9 | FNY Investment Advisers, LLC | $2 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$694.2K | |
| 2 | +$13.0K | |
| 3 | +$12.4K | |
| 4 | +$10.8K | |
| 5 | +$4.6K | |
| 6 | +$2.9K | |
| 7 | +$819 | |
| 8 | +$102 | |
| 9 | $0 |