Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | LEAVELL INVESTMENT MANAGEMENT, INC. | $3.1M |
| 2 | TrueMark Investments, LLC | $1.0M |
| 3 | Tranquility Partners, LLC | $818.2K |
| 4 | Apollon Wealth Management, LLC | $814.6K |
| 5 | Merit Financial Group, LLC | $341.4K |
| 6 | Avidian Wealth Enterprises, LLC | $233.2K |
| 7 | Uptown Financial Advisors LLC | $224.3K |
| 8 | Dynamic Advisor Solutions LLC | $185.5K |
| 9 | MILFAM LLC | $26 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$34.3K | |
| 2 | +$5.0K | |
| 3 | +$4.9K | |
| 4 | $0 | |
| 5 | $0 | |
| 6 | -$20.6K | |
| 7 | -$35.6K | |
| 8 | -$132.5K | |
| 9 | -$248.0K |