Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | FULTON BANK, N.A. | $3.2M |
| 2 | Financial Partners Group, Inc | $1.6M |
| 3 | POSTROCK PARTNERS LLC | $638.9K |
| 4 | COLLECTIVE FAMILY OFFICE LLC | $560.2K |
| 5 | Patriot Financial Group Insurance Agency, LLC | $372.0K |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $311.2K |
| 7 | Bison Wealth, LLC | $307.0K |
| 8 | WOLFF WIESE MAGANA LLC | $172.2K |
| 9 | Arlington Trust Co LLC | $163.5K |
| 10 | ST GERMAIN D J CO INC | $86.4K |
| 11 | Signature Resources Capital Management, LLC | $40.8K |
| 12 | Center for Financial Planning, Inc. | $1.6K |
| 13 | Farther Finance Advisors, LLC | $303 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$560.2K | |
| 3 | +$372.0K | |
| 4 | +$307.0K | |
| 5 | +$86.4K | |
| 6 | +$73.3K | |
| 7 | +$14.7K | |
| 8 | +$7.2K | |
| 9 | +$5.0K | |
| 10 | +$3.8K | |
| 11 | +$939 | |
| 12 | +$303 | |
| 13 | +$37 | |
| 14 | -$95.3K |