Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | MARATHON CAPITAL MANAGEMENT | $625.0K |
| 2 | HENNESSY ADVISORS INC | $487.5K |
| 3 | Waterway Wealth Management, LLC | $298.8K |
| 4 | CWA Asset Management Group, LLC | $213.0K |
| 5 | Financial Symmetry Inc | $157.1K |
| 6 | Apollon Wealth Management, LLC | $155.1K |
| 7 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $74.4K |
| 8 | Allied Private Wealth LLC | $30.2K |
| 9 | Strategic Investment Solutions, Inc. /IL | $2.5K |
| 10 | CX Institutional | $5 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$487.5K | |
| 2 | +$47.1K | |
| 3 | +$7.4K | |
| 4 | +$2.2K | |
| 5 | +$880 | |
| 6 | +$1 | |
| 7 | -$16 | |
| 8 | -$476 | |
| 9 | -$1.2K | |
| 10 | -$4.0K | |
| 11 | -$173.8K | |
| 12 | -$3.5M |