Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Beaird Harris Wealth Management, LLC | $7.9M |
| 2 | Plancorp, LLC | $6.7M |
| 3 | SAX WEALTH ADVISORS, LLC | $6.2M |
| 4 | L.K. Benson & Company, P.C. | $1.1M |
| 5 | Mattern Wealth Management LLC | $626.0K |
| 6 | Crews Bank & Trust | $622.8K |
| 7 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | $363.5K |
| 8 | Freedom Day Solutions, LLC | $215.6K |
| 9 | Dogwood Wealth Management LLC | $93.3K |
| 10 | Farther Finance Advisors, LLC | $20.3K |
| 11 | Kings Path Partners LLC | $20.2K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$1.0M | |
| 2 | +$215.6K | |
| 3 | +$20.2K | |
| 4 | +$11.6K | |
| 5 | +$10.6K | |
| 6 | +$10.5K | |
| 7 | +$6.2K | |
| 8 | +$315 | |
| 9 | -$42.7K | |
| 10 | -$43.6K | |
| 11 | -$508.9K |