Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | LVW Advisors, LLC | $27.0M |
| 2 | FSM Wealth Advisors, LLC | $22.1M |
| 3 | Advisory Resource Group | $3.3M |
| 4 | Leverty Financial Group, LLC | $1.9M |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $308.0K |
| 6 | Platform Technology Partners | $300.0K |
| 7 | BOS Asset Management, LLC | $210.6K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$8.6M | |
| 2 | +$2.3M | |
| 3 | +$507.9K | |
| 4 | +$300.0K | |
| 5 | +$198.4K | |
| 6 | +$7.3K | |
| 7 | +$6.1K |