Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $4.3M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $755.3K |
| 3 | Arlington Financial Advisors, LLC | $373.2K |
| 4 | D.A. DAVIDSON & CO. | $308.0K |
| 5 | PFG Investments, LLC | $191.2K |
| 6 | MISSION WEALTH MANAGEMENT, LP | $179.3K |
| 7 | Farther Finance Advisors, LLC | $119.2K |
| 8 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $109.8K |
| 9 | JAMES INVESTMENT RESEARCH, INC. | $95.4K |
| 10 | IFP Advisors, Inc | $20.8K |
| 11 | WOLFF WIESE MAGANA LLC | $9.3K |
| 12 | FNY Investment Advisers, LLC | $4 |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$340.5K | |
| 2 | +$179.3K | |
| 3 | +$94.3K | |
| 4 | +$85 | |
| 5 | $0 | |
| 6 | -$50 | |
| 7 | -$511 | |
| 8 | -$588 | |
| 9 | -$1.7K | |
| 10 | -$2.0K | |
| 11 | -$5.5K | |
| 12 | -$17.1K |