Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Cobblestone Asset Management LLC | $1.1M |
| 2 | Miller Global Investments, LLC | $675.3K |
| 3 | PFG Investments, LLC | $233.6K |
| 4 | Aries Wealth Management | $74.4K |
| 5 | Blackhawk Capital Partners, LLC | $56.2K |
| 6 | Kings Path Partners LLC | $42.9K |
| 7 | SOA Wealth Advisors, LLC. | $16.6K |
| 8 | Trust Co | $1.6K |
| 9 | VIMA LLC | $1.2K |
| 10 | Essential Investment Partners LLC | $277 |
| 11 | Rye Brook Capital LLC | $158 |
| 12 | Roble, Belko & Company, Inc | $1 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$675.3K | |
| 2 | +$42.9K | |
| 3 | +$19.1K | |
| 4 | +$1.6K | |
| 5 | $0 | |
| 6 | -$21 | |
| 7 | -$30 | |
| 8 | -$1.8K | |
| 9 | -$6.1K | |
| 10 | -$8.1K | |
| 11 | -$26.0K |