Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | EASTERN BANK | $10.9M |
| 2 | DAVENPORT & Co LLC | $4.7M |
| 3 | Allegheny Financial Group | $1.7M |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $625.8K |
| 5 | LRI Investments, LLC | $488.8K |
| 6 | Pine Valley Investments Ltd Liability Co | $272.6K |
| 7 | Stonebridge Financial Group, LLC / MO | $251.3K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$8.0M | |
| 2 | +$4.7M | |
| 3 | +$291.1K | |
| 4 | +$59.4K | |
| 5 | +$33.1K | |
| 6 | +$30.5K | |
| 7 | -$4.4M |