Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Wagner Wealth Management, LLC | $1.9M |
| 2 | Apollon Wealth Management, LLC | $656.9K |
| 3 | XML Financial, LLC | $365.2K |
| 4 | Abel Hall, LLC | $295.7K |
| 5 | River Street Advisors LLC | $291.6K |
| 6 | MELFA WEALTH MANAGEMENT, INC. | $162.7K |
| 7 | EverSource Wealth Advisors, LLC | $88.7K |
| 8 | Noble Wealth Management PBC | $59.1K |
| 9 | Bank of New Hampshire | $7.4K |
| 10 | Triumph Capital Management | $7.4K |
| 11 | West Branch Capital LLC | $7.4K |
| 12 | HIGHLINE WEALTH PARTNERS LLC | $6.7K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$396.5K | |
| 2 | +$51.3K | |
| 3 | +$23.1K | |
| 4 | +$22.8K | |
| 5 | +$13.1K | |
| 6 | +$7.4K | |
| 7 | +$6.9K | |
| 8 | +$577 | |
| 9 | +$577 | |
| 10 | +$519 | |
| 11 | -$33.9K | |
| 12 | -$142.2K | |
| 13 | -$196.4K |