Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $7.1M |
| 2 | GC Wealth Management RIA, LLC | $581.2K |
| 3 | PFG Investments, LLC | $437.0K |
| 4 | Breakwater Capital Group | $153.7K |
| 5 | Opal Wealth Advisors, LLC | $149.0K |
| 6 | Seelaus Asset Management LLC | $148.5K |
| 7 | J. L. Bainbridge & Co., Inc. | $126.5K |
| 8 | OMNI 360 Wealth, Inc. | $125.3K |
| 9 | David J Yvars Group | $118.6K |
| 10 | Grove Bank & Trust | $35.2K |
| 11 | ADIRONDACK TRUST CO | $34.0K |
| 12 | HIGHLINE WEALTH PARTNERS LLC | $5.9K |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.7K |
| 14 | FNY Investment Advisers, LLC | $5 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$1.3M | |
| 2 | +$125.3K | |
| 3 | +$118.6K | |
| 4 | +$28.7K | |
| 5 | +$19.6K | |
| 6 | +$13.4K | |
| 7 | +$9.9K | |
| 8 | +$8.9K | |
| 9 | +$8.5K | |
| 10 | +$4.7K | |
| 11 | +$1.7K | |
| 12 | +$1.7K | |
| 13 | +$290 | |
| 14 | $0 | |
| 15 | -$35.0K |