Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Koenig Investment Advisory, LLC | $18.7M |
| 2 | Networth Advisors, LLC | $8.8M |
| 3 | Sunpointe, LLC | $4.0M |
| 4 | Pine Valley Investments Ltd Liability Co | $2.6M |
| 5 | CPA Asset Management Group, LLC | $1.6M |
| 6 | Dominguez Wealth Management Solutions, Inc. | $673.4K |
| 7 | DAVENPORT & Co LLC | $667.1K |
| 8 | ORRSTOWN FINANCIAL SERVICES INC | $603.7K |
| 9 | J.W. COLE ADVISORS, INC. | $565.0K |
| 10 | Legacy Wealth Partners, LLC | $324.3K |
| 11 | SIGNATUREFD, LLC | $320.2K |
| 12 | StrongBox Wealth, LLC | $170.2K |
| 13 | Farther Finance Advisors, LLC | $38.5K |
| 14 | Quest 10 Wealth Builders, Inc. | $6.0K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$3.0M | |
| 2 | +$1.1M | |
| 3 | +$182.1K | |
| 4 | +$170.2K | |
| 5 | +$154.6K | |
| 6 | +$132.5K | |
| 7 | +$43.7K | |
| 8 | +$36.6K | |
| 9 | +$34.3K | |
| 10 | +$18.2K | |
| 11 | +$6.0K | |
| 12 | +$2.2K | |
| 13 | -$17.8K | |
| 14 | -$8.2M |