Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | Apella Capital, LLC | $4.9M |
| 2 | WOODSTOCK CORP | $259.3K |
| 3 | Financial Guidance Group, Inc. | $251.6K |
| 4 | Everhart Financial Group, Inc. | $125.8K |
| 5 | Opal Wealth Advisors, LLC | $125.8K |
| 6 | Tower View Wealth Management LLC | $70.0K |
| 7 | IFP Advisors, Inc | $1.3K |
| 8 | FNY Investment Advisers, LLC | $0 |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$1.8M | |
| 2 | +$125.8K | |
| 3 | +$113.6K | |
| 4 | +$110.2K | |
| 5 | +$55.1K | |
| 6 | +$30.7K | |
| 7 | +$1.3K | |
| 8 | $0 |