Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Pine Valley Investments Ltd Liability Co | $1.2M |
| 2 | Synergy Asset Management, LLC | $452.4K |
| 3 | BENJAMIN EDWARDS INC | $292.3K |
| 4 | RICHARDS, MERRILL & PETERSON, INC. | $290.1K |
| 5 | Blue Trust, Inc. | $119.5K |
| 6 | HM PAYSON & CO | $47.5K |
| 7 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $9.0K |
| 8 | AdvisorNet Financial, Inc | $7.9K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$452.4K | |
| 2 | +$127.1K | |
| 3 | +$119.5K | |
| 4 | +$9.0K | |
| 5 | +$756 | |
| 6 | +$126 | |
| 7 | -$47 | |
| 8 | -$88.9K |