Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Darwin Wealth Management, LLC | $2.8M |
| 2 | CARY STREET PARTNERS FINANCIAL LLC | $2.4M |
| 3 | Fermata Advisors, LLC | $936.9K |
| 4 | Oregon Pacific Wealth Management, LLC | $359.4K |
| 5 | Accurate Wealth Management, LLC | $267.5K |
| 6 | Clark Asset Management, LLC | $229.4K |
| 7 | Farther Finance Advisors, LLC | $70.5K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$267.5K | |
| 3 | +$213.6K | |
| 4 | +$84.9K | |
| 5 | +$20.9K | |
| 6 | +$12.4K | |
| 7 | -$15.8K |