Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Summit Investment Advisory Services, LLC | $15.5M |
| 2 | Lifestyle Asset Management, Inc. | $9.2M |
| 3 | DAVENPORT & Co LLC | $1.5M |
| 4 | Intrua Financial, LLC | $1.4M |
| 5 | Towerpoint Wealth, LLC | $1.2M |
| 6 | First American Bank | $837.0K |
| 7 | Prospera Financial Services Inc | $391.9K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$15.5M | |
| 2 | +$2.7M | |
| 3 | +$991.9K | |
| 4 | +$837.0K | |
| 5 | +$391.9K | |
| 6 | +$308.2K | |
| 7 | +$281.1K |