Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.7M |
| 2 | PRECEDENT WEALTH PARTNERS, LLC | $4.0M |
| 3 | Legacy Private Trust Co. | $2.9M |
| 4 | Sequoia Financial Advisors, LLC | $2.6M |
| 5 | Clark Asset Management, LLC | $1.3M |
| 6 | Key FInancial Inc | $1.2M |
| 7 | SAX WEALTH ADVISORS, LLC | $641.8K |
| 8 | Wedmont Private Capital | $590.7K |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $534.0K |
| 10 | D.A. DAVIDSON & CO. | $446.7K |
| 11 | Bill Few Associates, Inc. | $307.6K |
| 12 | Crews Bank & Trust | $278.0K |
| 13 | COOKSON PEIRCE & CO INC | $217.7K |
| 14 | IFP Advisors, Inc | $206.4K |
| 15 | ARMSTRONG ADVISORY GROUP, INC | $198.7K |
| 16 | NorthAvenue LLC | $38.2K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$641.8K | |
| 3 | +$590.7K | |
| 4 | +$385.1K | |
| 5 | +$346.7K | |
| 6 | +$217.7K | |
| 7 | +$130.2K | |
| 8 | +$83.3K | |
| 9 | +$59.1K | |
| 10 | +$4.6K | |
| 11 | +$3.1K | |
| 12 | +$3.0K | |
| 13 | +$573 | |
| 14 | -$106.2K | |
| 15 | -$177.7K | |
| 16 | -$206.1K | |
| 17 | -$358.7K | |
| 18 | -$1.1M |