Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Apollon Wealth Management, LLC | $485.5K |
| 2 | PFS Partners, LLC | $444.4K |
| 3 | First Heartland Consultants, Inc. | $336.0K |
| 4 | Diligent Investors, LLC | $240.0K |
| 5 | DHJJ Financial Advisors, Ltd. | $62.1K |
| 6 | Ritter Daniher Financial Advisory LLC / DE | $11.5K |
| 7 | Farther Finance Advisors, LLC | $6.3K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$302.8K | |
| 2 | +$32.1K | |
| 3 | +$15.2K | |
| 4 | +$6.3K | |
| 5 | +$520 | |
| 6 | +$361 | |
| 7 | -$349.6K |