Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Allegheny Financial Group | $5.8M |
| 2 | Sequoia Financial Advisors, LLC | $487.5K |
| 3 | Apella Capital, LLC | $280.8K |
| 4 | DAVENPORT & Co LLC | $274.9K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$274.9K | |
| 3 | +$45.2K | |
| 4 | -$460.3K |