Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $1.9M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $1.1M |
| 3 | Camelot Portfolios, LLC | $272.0K |
| 4 | Noble Wealth Management PBC | $265.4K |
| 5 | Summit Financial Wealth Advisors, LLC | $207.0K |
| 6 | Wellspring Financial Advisors, LLC | $175.0K |
| 7 | Plan A Wealth LLC | $158.7K |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $122.0K |
| 9 | Worth Asset Management, LLC | $100.8K |
| 10 | Allied Private Wealth LLC | $22.6K |
| 11 | Indiana Trust & Investment Management Co | $18.7K |
| 12 | HIGHLINE WEALTH PARTNERS LLC | $12.8K |
| 13 | Farther Finance Advisors, LLC | $7.5K |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$100.8K | |
| 2 | +$2.5K | |
| 3 | +$2.3K | |
| 4 | +$1.7K | |
| 5 | +$268 | |
| 6 | +$203 | |
| 7 | +$139 | |
| 8 | -$1.3K | |
| 9 | -$1.4K | |
| 10 | -$39.6K | |
| 11 | -$66.5K | |
| 12 | -$68.2K | |
| 13 | -$2.0M |