Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Nilsine Partners, LLC | $2.2M |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.1M |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $724.8K |
| 4 | Prospera Financial Services Inc | $668.0K |
| 5 | MinichMacGregor Wealth Management, LLC | $462.1K |
| 6 | Fulcrum Equity Management | $435.1K |
| 7 | EQUITABLE TRUST CO | $343.6K |
| 8 | Western Financial Corp/CA | $301.2K |
| 9 | DAVENPORT & Co LLC | $297.5K |
| 10 | Sound Income Strategies, LLC | $215.6K |
| 11 | HARBOR INVESTMENT ADVISORY, LLC | $137.3K |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $122.5K |
| 13 | Wagner Wealth Management, LLC | $3.0K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$453.5K | |
| 2 | +$420.9K | |
| 3 | +$297.5K | |
| 4 | +$254.2K | |
| 5 | +$221.1K | |
| 6 | +$194.2K | |
| 7 | +$170.4K | |
| 8 | +$117.9K | |
| 9 | +$110.2K | |
| 10 | +$93.6K | |
| 11 | +$40.3K | |
| 12 | +$36.9K | |
| 13 | +$1.0K |