Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Apollon Wealth Management, LLC | $2.0M |
| 2 | CV Advisors LLC | $295.9K |
| 3 | EXCHANGE TRADED CONCEPTS, LLC | $244.3K |
| 4 | RAMSEY QUANTITATIVE SYSTEMS | $142.9K |
| 5 | EverSource Wealth Advisors, LLC | $10.4K |
| 6 | Farther Finance Advisors, LLC | $6.0K |
| 7 | SBI Securities Co., Ltd. | $237 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$295.9K | |
| 2 | +$142.9K | |
| 3 | +$119.9K | |
| 4 | +$26.2K | |
| 5 | +$4.1K | |
| 6 | -$2.9K | |
| 7 | -$5.7K | |
| 8 | -$266.0K | |
| 9 | -$686.5K |