Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Well Done, LLC | $2.9M |
| 2 | Bensler, LLC | $2.5M |
| 3 | KFG WEALTH MANAGEMENT, LLC | $622.6K |
| 4 | CARY STREET PARTNERS FINANCIAL LLC | $314.3K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$2.5M | |
| 2 | +$622.6K | |
| 3 | +$93.1K | |
| 4 | +$31.2K |