Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $3.8M |
| 2 | Rareview Capital LLC | $1.5M |
| 3 | ECLECTIC ASSOCIATES INC /ADV | $352.9K |
| 4 | Apollon Wealth Management, LLC | $250.0K |
| 5 | PFG Investments, LLC | $98.2K |
| 6 | HIGHLINE WEALTH PARTNERS LLC | $2.6K |
| 7 | Farther Finance Advisors, LLC | $897 |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$724.4K | |
| 2 | +$539.4K | |
| 3 | +$38.9K | |
| 4 | +$8.5K | |
| 5 | +$4.1K | |
| 6 | +$897 | |
| 7 | +$89 |