Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $2.1M |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.4M |
| 3 | PMG Family Office LLC | $674.9K |
| 4 | MELFA WEALTH MANAGEMENT, INC. | $386.9K |
| 5 | Fortitude Advisory Group L.L.C. | $363.6K |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $350.8K |
| 7 | Merit Financial Group, LLC | $160.7K |
| 8 | Farther Finance Advisors, LLC | $20.0K |
| 9 | CoreCap Advisors, LLC | $6.4K |
| 10 | HIGHLINE WEALTH PARTNERS LLC | $2.5K |
| 11 | SIGNATUREFD, LLC | $1.7K |
| 12 | FNY Investment Advisers, LLC | $14 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$739.7K | |
| 2 | +$423.7K | |
| 3 | +$100.2K | |
| 4 | +$92.9K | |
| 5 | +$83.1K | |
| 6 | +$48.3K | |
| 7 | +$3.4K | |
| 8 | +$2.2K | |
| 9 | +$935 | |
| 10 | +$805 | |
| 11 | +$2 | |
| 12 | -$268 | |
| 13 | -$632 | |
| 14 | -$24.0K | |
| 15 | -$524.4K |