Snapshot holdings2 / 2 loaded
| # | ||
|---|---|---|
| 1 | Fortis Group Advisors, LLC | $1.8M |
| 2 | Keudell/Morrison Wealth Management | $662.0K |
Manager changes2026-06-30 vs 2026-03-312 / 2 loaded
| # | ||
|---|---|---|
| 1 | +$410.6K | |
| 2 | +$45.3K |
| # | ||
|---|---|---|
| 1 | Fortis Group Advisors, LLC | $1.8M |
| 2 | Keudell/Morrison Wealth Management | $662.0K |
| # | ||
|---|---|---|
| 1 | +$410.6K | |
| 2 | +$45.3K |