Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Taylor Frigon Capital Management LLC | $1.8M |
| 2 | MATRIX ASSET ADVISORS INC/NY | $200.8K |
| 3 | EAGLE ROCK INVESTMENT COMPANY, LLC | $152.4K |
| 4 | EWA, LLC | $127.1K |
| 5 | Platform Technology Partners | $117.7K |
| 6 | SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $107.0K |
| 7 | Secure Asset Management, LLC | $85.6K |
| 8 | Sullivan Wood Capital Management LLC | $74.9K |
| 9 | Spire Wealth Management | $14.0K |
| 10 | SBI Securities Co., Ltd. | $1.8K |
| 11 | Essential Investment Partners LLC | $1.1K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$14.0K | |
| 2 | +$1.0K | |
| 3 | +$939 | |
| 4 | +$712 | |
| 5 | +$550 | |
| 6 | +$500 | |
| 7 | +$400 | |
| 8 | +$350 | |
| 9 | +$5 | |
| 10 | -$799 | |
| 11 | -$1.1K | |
| 12 | -$4.1K |