Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Bison Wealth, LLC | $10.6M |
| 2 | Welch Financial Planning, LLC | $10.2M |
| 3 | Castleview Partners, LLC | $4.9M |
| 4 | Apollon Wealth Management, LLC | $945.0K |
| 5 | IFP Advisors, Inc | $843.5K |
| 6 | Prospera Financial Services Inc | $476.3K |
| 7 | Westhampton Capital, LLC | $438.9K |
| 8 | Owen LaRue, LLC | $214.3K |
| 9 | PRIVATE CLIENT SERVICES, LLC | $201.8K |
| 10 | CoreCap Advisors, LLC | $96.1K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$1.9M | |
| 2 | +$497.2K | |
| 3 | +$476.3K | |
| 4 | +$235.3K | |
| 5 | +$214.3K | |
| 6 | +$201.8K | |
| 7 | +$153.8K | |
| 8 | +$59.0K | |
| 9 | +$54.3K | |
| 10 | -$27.3K | |
| 11 | -$200.6K | |
| 12 | -$325.0K | |
| 13 | -$470.0K | |
| 14 | -$495.8K | |
| 15 | -$547.0K | |
| 16 | -$650.7K | |
| 17 | -$720.1K | |
| 18 | -$955.6K | |
| 19 | -$4.0M | |
| 20 | -$6.4M |