Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | RFG Advisory, LLC | $1.9M |
| 2 | Farther Finance Advisors, LLC | $339.0K |
| 3 | Apollon Wealth Management, LLC | $338.2K |
| 4 | IFP Advisors, Inc | $61.8K |
| 5 | Bogart Wealth, LLC | $2.1K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$718.9K | |
| 2 | +$97.6K | |
| 3 | +$8.8K | |
| 4 | +$156 | |
| 5 | -$138.7K |