Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | ORRSTOWN FINANCIAL SERVICES INC | $30.5M |
| 2 | Envestnet Portfolio Solutions, Inc. | $5.7M |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M |
| 4 | GGM Financial LLC | $2.2M |
| 5 | B. Riley Wealth Advisors, Inc. | $685.2K |
| 6 | PARSONS CAPITAL MANAGEMENT INC/RI | $646.0K |
| 7 | Sowell Financial Services LLC | $633.7K |
| 8 | Miller Global Investments, LLC | $532.2K |
| 9 | Farther Finance Advisors, LLC | $422.5K |
| 10 | DAVENPORT & Co LLC | $360.6K |
| 11 | Northwest Wealth Advisors, LLC | $266.7K |
| 12 | Capital Advisors Wealth Management, LLC | $244.2K |
| 13 | Spire Wealth Management | $1.2K |
| 14 | Crews Bank & Trust | $623 |
| 15 | PARK AVENUE SECURITIES LLC | $252 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$6.5M | |
| 2 | +$5.7M | |
| 3 | +$685.2K | |
| 4 | +$632.8K | |
| 5 | +$506.5K | |
| 6 | +$305.4K | |
| 7 | +$244.2K | |
| 8 | +$195.0K | |
| 9 | +$103.4K | |
| 10 | +$84.9K | |
| 11 | +$80.5K | |
| 12 | +$50.8K | |
| 13 | +$1.2K | |
| 14 | +$623 | |
| 15 | +$252 | |
| 16 | -$483.7K |