Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Plancorp, LLC | $1.6M |
| 2 | Verus Financial Partners, Inc. | $330.6K |
| 3 | LAM GROUP, INC. | $15.2K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$83.6K | |
| 2 | +$9.1K | |
| 3 | +$2.1K |
| # | ||
|---|---|---|
| 1 | Plancorp, LLC | $1.6M |
| 2 | Verus Financial Partners, Inc. | $330.6K |
| 3 | LAM GROUP, INC. | $15.2K |
| # | ||
|---|---|---|
| 1 | +$83.6K | |
| 2 | +$9.1K | |
| 3 | +$2.1K |