Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Apollon Wealth Management, LLC | $860.1K |
| 2 | NOVEM GROUP | $490.5K |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $274.9K |
| 4 | Farther Finance Advisors, LLC | $150.5K |
| 5 | WEBSTER BANK, N. A. | $111.5K |
| 6 | Atlantic Edge Private Wealth Management, LLC | $15.1K |
| 7 | Cornerstone National Bank & Trust Co | $11.2K |
| 8 | CoreCap Advisors, LLC | $5.6K |
| 9 | JNBA Financial Advisors | $3.0K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$274.9K | |
| 2 | +$3.0K | |
| 3 | -$760 | |
| 4 | -$1.2K | |
| 5 | -$2.1K | |
| 6 | -$3.9K | |
| 7 | -$16.2K | |
| 8 | -$16.8K | |
| 9 | -$200.3K | |
| 10 | -$268.5K | |
| 11 | -$8.9M |