Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $626.3K |
| 2 | DAVENPORT & Co LLC | $307.4K |
| 3 | Noble Wealth Management PBC | $43.1K |
| 4 | Farther Finance Advisors, LLC | $5.7K |
| 5 | HIGHLINE WEALTH PARTNERS LLC | $3.0K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$363.4K | |
| 2 | +$10.6K | |
| 3 | +$2.1K | |
| 4 | +$236 | |
| 5 | +$142 | |
| 6 | -$26 |