Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Uncommon Cents Investing LLC | $1.5M |
| 2 | Hennion & Walsh Asset Management, Inc. | $612.2K |
| 3 | Shaker Financial Services, LLC | $200.6K |
| 4 | CoreCap Advisors, LLC | $183.4K |
| 5 | UHLMANN PRICE SECURITIES, LLC | $99.6K |
| 6 | PFG Investments, LLC | $99.1K |
| 7 | PMG Family Office LLC | $93.2K |
| 8 | MB, LEVIS & ASSOCIATES, LLC | $82.8K |
| 9 | Noble Wealth Management PBC | $30.6K |
| 10 | HIGHLINE WEALTH PARTNERS LLC | $3.2K |
| 11 | JFS WEALTH ADVISORS, LLC | $380 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$99.6K | |
| 2 | +$40.6K | |
| 3 | +$3.8K | |
| 4 | +$2.0K | |
| 5 | +$635 | |
| 6 | +$564 | |
| 7 | +$380 | |
| 8 | +$22 | |
| 9 | -$392 | |
| 10 | -$107.0K | |
| 11 | -$183.4K | |
| 12 | -$380.8K |