Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Breakwater Capital Group | $3.0M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $571.9K |
| 3 | LAUREL OAK WEALTH MANAGEMENT, LLC | $366.7K |
| 4 | Pine Valley Investments Ltd Liability Co | $286.3K |
| 5 | TRAPHAGEN INVESTMENT ADVISORS LLC | $218.8K |
| 6 | CARY STREET PARTNERS FINANCIAL LLC | $217.5K |
| 7 | PFG Investments, LLC | $212.6K |
| 8 | SAX WEALTH ADVISORS, LLC | $183.0K |
| 9 | David J Yvars Group | $171.7K |
| 10 | Green Ridge Wealth Planning LLC | $137.2K |
| 11 | TriaGen Wealth Management LLC | $123.1K |
| 12 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $61.5K |
| 13 | Mountain Hill Investment Partners Corp. | $54.2K |
| 14 | Princeton Global Asset Management LLC | $41.1K |
| 15 | Noble Wealth Management PBC | $41.0K |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$337.0K | |
| 2 | +$60.0K | |
| 3 | +$17.6K | |
| 4 | +$14.8K | |
| 5 | +$12.8K | |
| 6 | +$10.3K | |
| 7 | +$8.3K | |
| 8 | +$7.4K | |
| 9 | +$3.7K | |
| 10 | +$3.3K | |
| 11 | +$2.5K | |
| 12 | +$846 | |
| 13 | -$15.5K | |
| 14 | -$20.7K | |
| 15 | -$23.4K |