Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Castleview Partners, LLC | $506.4K |
| 2 | Apollon Wealth Management, LLC | $363.4K |
| 3 | LANARK FINANCIAL, INC. | $22.9K |
| 4 | Golden State Wealth Management, LLC | $2.8K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$63.4K | |
| 2 | +$61.7K | |
| 3 | +$51 | |
| 4 | -$441 |