Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $4.5M |
| 2 | Quantum Financial Advisors, LLC | $321.8K |
| 3 | ARK & TLK INVESTMENTS, LLC | $297.7K |
| 4 | PARK AVENUE SECURITIES LLC | $8.7K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$293.5K | |
| 2 | +$23.6K | |
| 3 | +$3.8K | |
| 4 | +$1.6K |