Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | ARS Investment Partners, LLC | $262.4M |
| 2 | NEW WAVE WEALTH ADVISORS LLC | $5.3M |
| 3 | IFP Advisors, Inc | $1.2M |
| 4 | ShoreHaven Wealth Partners, LLC | $767.5K |
| 5 | Tiller Private Wealth, Inc. | $364.4K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$58.9M | |
| 2 | +$5.1M | |
| 3 | +$677.9K | |
| 4 | +$163.3K | |
| 5 | +$82.6K |