Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $609.1K |
| 2 | DAVENPORT & Co LLC | $443.2K |
| 3 | York GP, Ltd. | $224.9K |
| 4 | WEST PACES ADVISORS INC. | $4.8K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$130.6K | |
| 2 | +$32.2K | |
| 3 | +$4.8K | |
| 4 | -$1.6K | |
| 5 | -$35.8K |