Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | PMG Family Office LLC | $1.2M |
| 2 | WORLD EQUITY GROUP, INC. | $1.2M |
| 3 | B. Riley Wealth Advisors, Inc. | $705.7K |
| 4 | DAVENPORT & Co LLC | $617.6K |
| 5 | Apollon Wealth Management, LLC | $596.3K |
| 6 | D.A. DAVIDSON & CO. | $303.2K |
| 7 | Shaker Financial Services, LLC | $208.4K |
| 8 | Relyea Zuckerberg Hanson LLC | $205.6K |
| 9 | Farther Finance Advisors, LLC | $56.0K |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $30.5K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$353.1K | |
| 2 | +$208.4K | |
| 3 | +$205.6K | |
| 4 | +$191.2K | |
| 5 | +$106.9K | |
| 6 | +$7.6K | |
| 7 | +$4.6K | |
| 8 | -$2.4K | |
| 9 | -$2.7K | |
| 10 | -$26.3K | |
| 11 | -$41.8K |