Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $76.5M |
| 2 | MISSION WEALTH MANAGEMENT, LP | $2.0M |
| 3 | FMA Wealth Management, LLC | $1.6M |
| 4 | LAUREL OAK WEALTH MANAGEMENT, LLC | $788.2K |
| 5 | Williams & Novak, LLC | $607.9K |
| 6 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $545.5K |
| 7 | Farther Finance Advisors, LLC | $329.5K |
| 8 | Wealthcare Advisory Partners LLC | $308.2K |
| 9 | D.A. DAVIDSON & CO. | $253.6K |
| 10 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $226.1K |
| 11 | IFP Advisors, Inc | $4.7K |
| 12 | Blue Trust, Inc. | $1.7K |
| 13 | FNY Investment Advisers, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$329.5K | |
| 3 | +$308.7K | |
| 4 | +$125.0K | |
| 5 | +$43.7K | |
| 6 | +$9.9K | |
| 7 | +$8.9K | |
| 8 | +$1.7K | |
| 9 | +$184 | |
| 10 | $0 | |
| 11 | -$8.8K | |
| 12 | -$98.8K | |
| 13 | -$249.5K | |
| 14 | -$286.3K |