Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $1.7M |
| 2 | Capricorn Fund Managers Ltd | $416.2K |
| 3 | EverSource Wealth Advisors, LLC | $11.0K |
| 4 | Blue Trust, Inc. | $8.6K |
| 5 | Aspect Partners, LLC | $4.6K |
| 6 | GAMMA Investing LLC | $3.2K |
| 7 | SIGNATUREFD, LLC | $1.7K |
| 8 | Bogart Wealth, LLC | $300 |
| 9 | Farther Finance Advisors, LLC | $161 |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$1.7M | |
| 2 | +$416.2K | |
| 3 | +$3.2K | |
| 4 | +$1.7K | |
| 5 | +$1.5K | |
| 6 | +$987 | |
| 7 | +$300 | |
| 8 | +$78 | |
| 9 | -$6.5K |