Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | ADAMSBROWN WEALTH CONSULTANTS LLC | $30.6M |
| 2 | Cornell Pochily Investment Advisors, Inc. | $2.7M |
| 3 | UNIQUE WEALTH, LLC | $385.8K |
| 4 | DAVENPORT & Co LLC | $310.1K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$30.6M | |
| 2 | +$2.7M | |
| 3 | +$310.1K | |
| 4 | +$45.9K | |
| 5 | -$61.9K |