Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | $143.4K |
| 2 | Apella Capital, LLC | $35.9K |
| 3 | SBI Securities Co., Ltd. | $972 |
| 4 | Golden State Wealth Management, LLC | $301 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$143.4K | |
| 2 | -$253 | |
| 3 | -$4.4K | |
| 4 | -$4.6K |