Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $7.9M |
| 2 | Prospera Financial Services Inc | $2.7M |
| 3 | Sidoxia Capital Management, LLC | $1.5M |
| 4 | D.A. DAVIDSON & CO. | $655.8K |
| 5 | PFG Investments, LLC | $536.4K |
| 6 | Baker Ellis Asset Management LLC | $315.1K |
| 7 | Global View Capital Management LLC | $280.3K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $237.7K |
| 9 | EWA, LLC | $225.2K |
| 10 | APS Management Group, Inc. | $224.3K |
| 11 | AlphaCentric Advisors LLC | $134.2K |
| 12 | TRUST CO OF TOLEDO NA /OH/ | $82.0K |
| 13 | LBJ Family Wealth Advisors, Ltd. | $9.8K |
| 14 | Blue Trust, Inc. | $6.3K |
| 15 | Pflug Koory, LLC | $4.0K |
| 16 | Farther Finance Advisors, LLC | $1.6K |
| 17 | Quest 10 Wealth Builders, Inc. | $355 |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$2.7M | |
| 2 | +$655.8K | |
| 3 | +$536.4K | |
| 4 | +$225.2K | |
| 5 | +$58.5K | |
| 6 | +$49.4K | |
| 7 | +$37.9K | |
| 8 | +$6.3K | |
| 9 | +$5.7K | |
| 10 | +$1.6K | |
| 11 | +$115 | |
| 12 | -$1 | |
| 13 | -$21 | |
| 14 | -$438 | |
| 15 | -$1.8K | |
| 16 | -$3.9K | |
| 17 | -$4.0K | |
| 18 | -$4.2K | |
| 19 | -$13.9K | |
| 20 | -$14.5K | |
| 21 | -$256.8K | |
| 22 | -$570.6K |