Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $11.7M |
| 2 | Compass Financial Services Inc | $5.7M |
| 3 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.1M |
| 4 | Trust Point Inc. | $2.8M |
| 5 | LANARK FINANCIAL, INC. | $2.1M |
| 6 | PFG Investments, LLC | $1.8M |
| 7 | Avory & Company, LLC | $500.6K |
| 8 | Tactive Advisors, LLC | $407.7K |
| 9 | Apollon Wealth Management, LLC | $367.9K |
| 10 | Merit Financial Group, LLC | $341.1K |
| 11 | Roan Capital Partners | $237.0K |
| 12 | White & Co Financial Planning Inc | $217.7K |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $49.0K |
| 14 | Triumph Capital Management | $45.9K |
| 15 | Farther Finance Advisors, LLC | $39.3K |
| 16 | DHJJ Financial Advisors, Ltd. | $66 |
Manager changes2026-06-30 vs 2026-03-3119 / 19 loaded
| # | ||
|---|---|---|
| 1 | +$2.1M | |
| 2 | +$1.2M | |
| 3 | +$671.3K | |
| 4 | +$450.3K | |
| 5 | +$104.4K | |
| 6 | +$44.0K | |
| 7 | +$16.9K | |
| 8 | +$16.6K | |
| 9 | +$9.9K | |
| 10 | +$9.4K | |
| 11 | +$9.2K | |
| 12 | +$1.2K | |
| 13 | +$1.1K | |
| 14 | +$2 | |
| 15 | -$283 | |
| 16 | -$10.7K | |
| 17 | -$15.9K | |
| 18 | -$560.8K | |
| 19 | -$753.9K |