Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Sowell Financial Services LLC | $2.0M |
| 2 | Kelly Financial Services LLC | $1.3M |
| 3 | Trilogy Capital Inc. | $856.6K |
| 4 | Hobart Private Capital, LLC | $495.0K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$495.0K | |
| 2 | +$291.9K | |
| 3 | -$19.5K | |
| 4 | -$351.5K |