Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | SAX WEALTH ADVISORS, LLC | $473.6K |
| 2 | Stablepoint Partners, LLC | $415.7K |
| 3 | Brookwood Investment Group LLC | $394.1K |
| 4 | MELFA WEALTH MANAGEMENT, INC. | $382.9K |
| 5 | PFG Investments, LLC | $230.9K |
| 6 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $224.0K |
| 7 | Herold Advisors, Inc. | $208.0K |
| 8 | ST GERMAIN D J CO INC | $51.5K |
| 9 | Grove Bank & Trust | $39.0K |
| 10 | 1620 INVESTMENT ADVISORS, INC. | $33.8K |
| 11 | Holos Integrated Wealth LLC | $1.3K |
| 12 | FNY Investment Advisers, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$248.3K | |
| 2 | +$117.6K | |
| 3 | +$94.8K | |
| 4 | +$31.6K | |
| 5 | +$21.8K | |
| 6 | +$11.0K | |
| 7 | +$2.7K | |
| 8 | +$2.0K | |
| 9 | +$64 | |
| 10 | $0 | |
| 11 | -$18.5K | |
| 12 | -$235.4K |