Snapshot holdings19 / 19 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $5.8M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $4.8M |
| 3 | Worthington Financial Partners, LLC | $1.4M |
| 4 | Nova R Wealth, Inc. | $980.8K |
| 5 | Noble Wealth Management PBC | $869.2K |
| 6 | RIVERBRIDGE PARTNERS LLC | $609.3K |
| 7 | Cyndeo Wealth Partners, LLC | $393.7K |
| 8 | INTEGRATED CAPITAL MANAGEMENT, INC. | $189.9K |
| 9 | Spire Wealth Management | $147.6K |
| 10 | Successful Portfolios LLC | $142.8K |
| 11 | Smith Asset Management Co., LLC | $132.3K |
| 12 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $129.2K |
| 13 | ST GERMAIN D J CO INC | $31.6K |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $16.9K |
| 15 | Mascoma Wealth Management LLC | $12.6K |
| 16 | Community Financial Services Group, LLC | $10.0K |
| 17 | Hilltop National Bank | $8.2K |
| 18 | PARK AVENUE SECURITIES LLC | $1.1K |
| 19 | CX Institutional | $32 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$428.9K | |
| 2 | +$99.9K | |
| 3 | +$22.3K | |
| 4 | +$14.4K | |
| 5 | +$5.1K | |
| 6 | +$4.3K | |
| 7 | +$3.4K | |
| 8 | +$2.9K | |
| 9 | +$720 | |
| 10 | +$449 | |
| 11 | +$286 | |
| 12 | +$187 | |
| 13 | +$1 | |
| 14 | +$1 | |
| 15 | -$9.3K | |
| 16 | -$16.9K | |
| 17 | -$22.6K | |
| 18 | -$42.7K | |
| 19 | -$44.0K | |
| 20 | -$182.2K |