Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $1.6M |
| 2 | TrueMark Investments, LLC | $1.4M |
| 3 | Apollon Wealth Management, LLC | $1.1M |
| 4 | PMG Family Office LLC | $465.8K |
| 5 | CHAPIN DAVIS, INC. | $406.1K |
| 6 | SeaCrest Wealth Management, LLC | $359.9K |
| 7 | Live Oak Private Wealth LLC | $344.6K |
| 8 | DAVENPORT & Co LLC | $299.0K |
| 9 | B. Riley Wealth Advisors, Inc. | $231.6K |
| 10 | KAVAR CAPITAL PARTNERS GROUP, LLC | $218.7K |
| 11 | Stablepoint Partners, LLC | $172.9K |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $167.4K |
| 13 | SOA Wealth Advisors, LLC. | $44.8K |
| 14 | Nova Wealth Management, Inc. | $40.1K |
| 15 | SALEM INVESTMENT COUNSELORS INC | $34.5K |
| 16 | CoreCap Advisors, LLC | $15.3K |
| 17 | Farther Finance Advisors, LLC | $8.4K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$509.3K | |
| 3 | +$210.4K | |
| 4 | +$167.4K | |
| 5 | +$72.4K | |
| 6 | +$60.4K | |
| 7 | +$44.8K | |
| 8 | +$31.9K | |
| 9 | +$24.5K | |
| 10 | +$22.2K | |
| 11 | +$14.1K | |
| 12 | +$2.6K | |
| 13 | +$2.2K | |
| 14 | +$990 | |
| 15 | +$463 | |
| 16 | +$6 | |
| 17 | -$5.7K | |
| 18 | -$10.0K | |
| 19 | -$22.4K | |
| 20 | -$171.1K | |
| 21 | -$663.6K |