Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Nilsine Partners, LLC | $1.8M |
| 2 | Hennion & Walsh Asset Management, Inc. | $776.5K |
| 3 | Prospera Financial Services Inc | $605.4K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $559.8K |
| 5 | MinichMacGregor Wealth Management, LLC | $367.9K |
| 6 | DAVENPORT & Co LLC | $260.4K |
| 7 | Princeton Global Asset Management LLC | $259.4K |
| 8 | Western Financial Corp/CA | $235.5K |
| 9 | Global View Capital Management LLC | $231.8K |
| 10 | PFG Investments, LLC | $203.6K |
| 11 | SOA Wealth Advisors, LLC. | $166.0K |
| 12 | SBI Securities Co., Ltd. | $91.5K |
| 13 | Ritter Daniher Financial Advisory LLC / DE | $30.5K |
| 14 | JFS WEALTH ADVISORS, LLC | $21.5K |
| 15 | CGC Financial Services, LLC | $12.6K |
| 16 | EverSource Wealth Advisors, LLC | $10.7K |
| 17 | CoreCap Advisors, LLC | $529 |
| 18 | Colorado Capital Management, Inc. | $289 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$260.4K | |
| 2 | +$201.2K | |
| 3 | +$55.1K | |
| 4 | +$49.4K | |
| 5 | +$18.3K | |
| 6 | +$14.3K | |
| 7 | +$10.7K | |
| 8 | +$7.3K | |
| 9 | +$2.7K | |
| 10 | +$1.8K | |
| 11 | +$1.1K | |
| 12 | +$45 | |
| 13 | +$9 | |
| 14 | -$854 | |
| 15 | -$2.0K | |
| 16 | -$2.2K | |
| 17 | -$12.4K | |
| 18 | -$57.2K | |
| 19 | -$742.2K | |
| 20 | -$2.7M |