Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $2.2M |
| 2 | Traub Capital Management LLC | $435.5K |
| 3 | RIVERBRIDGE PARTNERS LLC | $367.0K |
| 4 | MELFA WEALTH MANAGEMENT, INC. | $364.8K |
| 5 | Noble Wealth Management PBC | $352.3K |
| 6 | Summit Financial Wealth Advisors, LLC | $319.2K |
| 7 | BAR HARBOR WEALTH MANAGEMENT | $118.9K |
| 8 | CoreCap Advisors, LLC | $32.3K |
| 9 | HIGHLINE WEALTH PARTNERS LLC | $7.9K |
| 10 | SOA Wealth Advisors, LLC. | $3.8K |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$1.5M | |
| 2 | +$87.9K | |
| 3 | +$32.3K | |
| 4 | +$8.8K | |
| 5 | +$2.9K | |
| 6 | +$190 | |
| 7 | +$92 | |
| 8 | -$2.5K | |
| 9 | -$3.5K | |
| 10 | -$7.7K | |
| 11 | -$231.4K |