Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Bison Wealth, LLC | $46.0M |
| 2 | Holcombe Financial, Inc. | $14.8M |
| 3 | Apollon Wealth Management, LLC | $2.9M |
| 4 | IFP Advisors, Inc | $111.9K |
| 5 | CoreCap Advisors, LLC | $99.3K |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $52.1K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$2.4M | |
| 2 | +$1.5M | |
| 3 | +$796.9K | |
| 4 | +$49.2K | |
| 5 | +$12.7K | |
| 6 | +$4.9K | |
| 7 | -$251.3K |