Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | BURNEY CO/ | $431.4M |
| 2 | Meridian Financial Partners LLC | $339.0K |
| 3 | Steigerwald, Gordon & Koch Inc. | $241.5K |
| 4 | EVOLUTION WEALTH MANAGEMENT INC. | $2.2K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$91.9M | |
| 2 | +$51.2K | |
| 3 | +$39.2K | |
| 4 | +$2.2K |