Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $2.8M |
| 2 | RIVERBRIDGE PARTNERS LLC | $2.0M |
| 3 | Realta Investment Advisors | $987.1K |
| 4 | Noble Wealth Management PBC | $930.7K |
| 5 | MELFA WEALTH MANAGEMENT, INC. | $282.2K |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $244.2K |
| 7 | Sightline Wealth Advisors, LLC | $123.6K |
| 8 | ABSOLUTE INVESTMENT ADVISERS, LLC | $122.9K |
| 9 | River Street Advisors LLC | $122.8K |
| 10 | Traub Capital Management LLC | $108.0K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$122.9K | |
| 2 | +$120.3K | |
| 3 | +$73.7K | |
| 4 | +$67.8K | |
| 5 | +$39.0K | |
| 6 | +$11.2K | |
| 7 | +$10.2K | |
| 8 | +$6.2K | |
| 9 | +$4.9K | |
| 10 | -$13.7K | |
| 11 | -$132.7K |