Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | MELFA WEALTH MANAGEMENT, INC. | $500.5K |
| 2 | Shaker Financial Services, LLC | $285.4K |
| 3 | Tactive Advisors, LLC | $127.4K |
| 4 | UHLMANN PRICE SECURITIES, LLC | $61.7K |
| 5 | HIGHLINE WEALTH PARTNERS LLC | $3.5K |
| 6 | Farther Finance Advisors, LLC | $1.0K |
| 7 | Allied Private Wealth LLC | $298 |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded