Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | Magnus Financial Group LLC | $11.3M |
| 2 | Hennion & Walsh Asset Management, Inc. | $5.4M |
| 3 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.1M |
| 4 | NAPLES GLOBAL ADVISORS, LLC | $435.8K |
| 5 | Herold Advisors, Inc. | $202.0K |
| 6 | IFP Advisors, Inc | $33.8K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$647.1K | |
| 3 | +$202.0K | |
| 4 | +$18.8K | |
| 5 | +$7.6K | |
| 6 | +$590 | |
| 7 | -$203.5K | |
| 8 | -$304.6K | |
| 9 | -$394.9K |