Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | LEAVELL INVESTMENT MANAGEMENT, INC. | $883.0K |
| 2 | B. Riley Wealth Advisors, Inc. | $264.0K |
| 3 | Wedmont Private Capital | $200.8K |
| 4 | Aventura Private Wealth, LLC | $75.0K |
| 5 | IFP Advisors, Inc | $16.6K |
| 6 | Sarver Vrooman Wealth Advisors | $4.7K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$883.0K | |
| 2 | +$200.8K | |
| 3 | +$36.2K | |
| 4 | +$8.9K | |
| 5 | +$2.0K | |
| 6 | +$591 |