Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | DAVENPORT & Co LLC | $1.9M |
| 2 | Synergy Asset Management, LLC | $451.7K |
| 3 | Cordoba Advisory Partners LLC | $345.9K |
| 4 | Great Diamond Partners, LLC | $345.3K |
| 5 | Baron Financial Group, LLC | $214.0K |
| 6 | Farther Finance Advisors, LLC | $38.4K |
| 7 | IFP Advisors, Inc | $30.7K |
| 8 | Harbor Asset Planning, Inc. | $17.7K |
| 9 | Cape Investment Advisory, Inc. | $4.7K |
| 10 | Golden State Wealth Management, LLC | $3.8K |
| 11 | CITY HOLDING CO | $2.4K |
| 12 | HM PAYSON & CO | $2.2K |
| 13 | Capital Investment Advisory Services, LLC | $1.9K |
| 14 | TOTH FINANCIAL ADVISORY CORP | $1.5K |
| 15 | Bear Mountain Capital, Inc. | $294 |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$451.7K | |
| 2 | +$69.1K | |
| 3 | +$66.9K | |
| 4 | +$22.2K | |
| 5 | +$15.7K | |
| 6 | +$4.7K | |
| 7 | +$1.9K | |
| 8 | +$960 | |
| 9 | +$294 | |
| 10 | +$120 | |
| 11 | +$75 | |
| 12 | +$67 | |
| 13 | +$48 | |
| 14 | -$965 | |
| 15 | -$3.5K | |
| 16 | -$13.7K |