Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | BDF-GESTION | $5.5M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $4.0M |
| 3 | RIVERBRIDGE PARTNERS LLC | $1.2M |
| 4 | Ramiah Investment Group | $446.0K |
| 5 | Noble Wealth Management PBC | $350.4K |
| 6 | Fortitude Advisory Group L.L.C. | $329.6K |
| 7 | KERR FINANCIAL PLANNING Corp | $272.5K |
| 8 | Shulman DeMeo Asset Management LLC | $271.5K |
| 9 | COURIER CAPITAL LLC | $261.3K |
| 10 | UHLMANN PRICE SECURITIES, LLC | $120.9K |
| 11 | WEBSTER BANK, N. A. | $10.7K |
| 12 | HIGHLINE WEALTH PARTNERS LLC | $3.0K |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$1.6M | |
| 2 | +$57.3K | |
| 3 | +$49.8K | |
| 4 | +$24.4K | |
| 5 | +$19.8K | |
| 6 | +$4.5K | |
| 7 | +$3.0K | |
| 8 | +$759 | |
| 9 | +$150 | |
| 10 | -$4.5K | |
| 11 | -$25.0K | |
| 12 | -$62.3K | |
| 13 | -$108.1K | |
| 14 | -$1.9M |