Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $4.5M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $366.4K |
| 3 | INTEGRATED CAPITAL MANAGEMENT, INC. | $189.2K |
| 4 | Shulman DeMeo Asset Management LLC | $106.9K |
| 5 | PFG Investments, LLC | $72.3K |
| 6 | Shaker Financial Services, LLC | $71.5K |
| 7 | Fermata Advisors, LLC | $41.5K |
| 8 | Sowell Financial Services LLC | $40.6K |
| 9 | Avior Wealth Management, LLC | $39.2K |
| 10 | J.W. COLE ADVISORS, INC. | $39.1K |
| 11 | SENTINEL PENSION ADVISORS, LLC | $33.7K |
| 12 | Merit Financial Group, LLC | $26.9K |
| 13 | Howard Capital Management Group, LLC | $24.2K |
| 14 | PFS Partners, LLC | $6.0K |
| 15 | Hilltop National Bank | $4.8K |
| 16 | HIGHLINE WEALTH PARTNERS LLC | $3.0K |
| 17 | PARK AVENUE SECURITIES LLC | $1.0K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$634.0K | |
| 2 | +$41.5K | |
| 3 | +$39.1K | |
| 4 | +$5.6K | |
| 5 | +$561 | |
| 6 | +$446 | |
| 7 | +$122 | |
| 8 | -$4 | |
| 9 | -$25 | |
| 10 | -$40 | |
| 11 | -$68 | |
| 12 | -$200 | |
| 13 | -$598 | |
| 14 | -$3.0K | |
| 15 | -$3.2K | |
| 16 | -$17.5K | |
| 17 | -$17.5K | |
| 18 | -$43.2K | |
| 19 | -$61.2K | |
| 20 | -$152.0K |