Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Apollon Wealth Management, LLC | $1.6M |
| 2 | MISSION WEALTH MANAGEMENT, LP | $476.6K |
| 3 | Valeo Financial Advisors, LLC | $184.6K |
| 4 | Bogart Wealth, LLC | $47.3K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$476.6K | |
| 3 | +$184.6K | |
| 4 | +$47.3K |