Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $1.7M |
| 2 | RIVERBRIDGE PARTNERS LLC | $654.5K |
| 3 | Noble Wealth Management PBC | $251.1K |
| 4 | HOERTKORN RICHARD CHARLES | $186.5K |
| 5 | Hennion & Walsh Asset Management, Inc. | $137.5K |
| 6 | IFP Advisors, Inc | $32.1K |
| 7 | HIGHLINE WEALTH PARTNERS LLC | $4.0K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$179.0K | |
| 2 | +$37.8K | |
| 3 | +$32.1K | |
| 4 | +$5.7K | |
| 5 | +$4.1K | |
| 6 | +$123 | |
| 7 | -$25.8K |