Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | WEALTHCARE CAPITAL MANAGEMENT LLC | $16.2M |
| 2 | Apollon Wealth Management, LLC | $2.7M |
| 3 | Wealthcare Advisory Partners LLC | $1.1M |
| 4 | Foguth Wealth Management, LLC. | $1.1M |
| 5 | Stewardship Advisors, LLC | $740.2K |
| 6 | STAPP WEALTH MANAGEMENT, PLLC | $640.4K |
| 7 | J.W. COLE ADVISORS, INC. | $623.8K |
| 8 | Global View Capital Management LLC | $618.3K |
| 9 | LVW Advisors, LLC | $274.1K |
| 10 | Royal Fund Management, LLC | $201.6K |
| 11 | EverSource Wealth Advisors, LLC | $145.9K |
| 12 | Bank of New Hampshire | $38.9K |
| 13 | Spire Wealth Management | $23.6K |
| 14 | SOA Wealth Advisors, LLC. | $9.3K |
| 15 | Strategic Investment Solutions, Inc. /IL | $216 |
| 16 | DHJJ Financial Advisors, Ltd. | $93 |
| 17 | CX Institutional | $65 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$201.6K | |
| 2 | +$73.0K | |
| 3 | +$39.0K | |
| 4 | +$38.9K | |
| 5 | +$34.5K | |
| 6 | +$9.3K | |
| 7 | +$450 | |
| 8 | +$216 | |
| 9 | +$65 | |
| 10 | $0 | |
| 11 | -$220 | |
| 12 | -$6.0K | |
| 13 | -$24.0K | |
| 14 | -$25.0K | |
| 15 | -$27.6K | |
| 16 | -$30.7K | |
| 17 | -$1.2M | |
| 18 | -$1.2M | |
| 19 | -$1.7M | |
| 20 | -$2.0M |