Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Provenance Wealth Advisors, LLC | $2.1M |
| 2 | Echo45 Advisors LLC | $1.1M |
| 3 | GRIMES & Co WEALTH MANAGEMENT, LLC | $823.5K |
| 4 | Columbus Macro, LLC | $736.3K |
| 5 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $499.0K |
| 6 | Apollon Wealth Management, LLC | $405.7K |
| 7 | PFG Investments, LLC | $305.8K |
| 8 | Brookstone Capital Management | $248.1K |
| 9 | Farther Finance Advisors, LLC | $63.9K |
| 10 | Cape Investment Advisory, Inc. | $50.0K |
| 11 | Capital Investment Advisory Services, LLC | $10.4K |
| 12 | Darwin Wealth Management, LLC | $2.3K |
| 13 | CoreCap Advisors, LLC | $256 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$860.8K | |
| 2 | +$364.1K | |
| 3 | +$322.6K | |
| 4 | +$305.8K | |
| 5 | +$248.1K | |
| 6 | +$208.3K | |
| 7 | +$169.4K | |
| 8 | +$103.2K | |
| 9 | +$50.0K | |
| 10 | +$26.0K | |
| 11 | +$6.9K | |
| 12 | +$961 | |
| 13 | +$107 |