Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Rise Advisors, LLC | $2.4M |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.4M |
| 3 | LifeGoal Investments, LLC | $887.8K |
| 4 | CHATHAM CAPITAL GROUP, INC. | $613.6K |
| 5 | Two West Capital Advisors LLC | $301.3K |
| 6 | CANANDAIGUA NATIONAL BANK & TRUST CO | $283.7K |
| 7 | CWA Asset Management Group, LLC | $218.4K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$320.5K | |
| 2 | +$218.4K | |
| 3 | +$20.8K | |
| 4 | +$19.4K | |
| 5 | +$756 | |
| 6 | -$44.5K | |
| 7 | -$170.7K | |
| 8 | -$197.3K |