Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $6.8M |
| 2 | Rareview Capital LLC | $1.8M |
| 3 | Indiana Trust & Investment Management Co | $1.6M |
| 4 | RIVERBRIDGE PARTNERS LLC | $1.0M |
| 5 | Noble Wealth Management PBC | $779.8K |
| 6 | PETRA FINANCIAL ADVISORS INC | $605.1K |
| 7 | MELFA WEALTH MANAGEMENT, INC. | $543.7K |
| 8 | Traub Capital Management LLC | $325.0K |
| 9 | Wellspring Financial Advisors, LLC | $310.2K |
| 10 | Smith Asset Management Co., LLC | $207.7K |
| 11 | Merit Financial Group, LLC | $178.1K |
| 12 | River Street Advisors LLC | $127.6K |
| 13 | CoreCap Advisors, LLC | $9.0K |
| 14 | Community Financial Services Group, LLC | $2.3K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$362.6K | |
| 2 | +$98.6K | |
| 3 | +$89.8K | |
| 4 | +$34.8K | |
| 5 | +$34.3K | |
| 6 | +$31.3K | |
| 7 | +$16.0K | |
| 8 | +$13.1K | |
| 9 | +$8.1K | |
| 10 | +$1.2K | |
| 11 | +$178 | |
| 12 | -$2.9K | |
| 13 | -$20.2K | |
| 14 | -$212.6K | |
| 15 | -$655.0K | |
| 16 | -$2.6M |