Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | MELFA WEALTH MANAGEMENT, INC. | $760.1K |
| 2 | Shaker Financial Services, LLC | $498.0K |
| 3 | Mallini Complete Financial Planning LLC | $258.9K |
| 4 | Uncommon Cents Investing LLC | $224.3K |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $107.1K |
| 6 | CoreCap Advisors, LLC | $91.7K |
| 7 | HIGHLINE WEALTH PARTNERS LLC | $2.6K |
| 8 | FIRST HORIZON CORP | $1.0K |
| 9 | PARK AVENUE SECURITIES LLC | $673 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$58.7K | |
| 2 | +$8.5K | |
| 3 | +$6.5K | |
| 4 | +$1.0K | |
| 5 | +$75 | |
| 6 | +$26 | |
| 7 | -$2.5K | |
| 8 | -$3.9K | |
| 9 | -$35.8K |