Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Apollon Wealth Management, LLC | $1.1M |
| 2 | LVZ, Inc. | $997.5K |
| 3 | Madrona Financial Services, LLC | $622.6K |
| 4 | BostonPremier Wealth LLC | $420.3K |
| 5 | PRECEDENT WEALTH PARTNERS, LLC | $253.8K |
| 6 | MILESTONE ASSET MANAGEMENT, LLC | $205.6K |
| 7 | EVOLUTION WEALTH MANAGEMENT INC. | $118.6K |
| 8 | Farther Finance Advisors, LLC | $82.8K |
| 9 | Capital Investment Advisory Services, LLC | $20.2K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$253.8K | |
| 2 | +$131.8K | |
| 3 | +$19.8K | |
| 4 | +$18.4K | |
| 5 | +$13.4K | |
| 6 | +$3.7K | |
| 7 | +$2.5K | |
| 8 | +$642 | |
| 9 | -$13.4K |