Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $7.8M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $464.4K |
| 3 | Insight Wealth Strategies, LLC | $244.7K |
| 4 | Stronghold Wealth Management L.L.C. | $160.3K |
| 5 | Southern Financial Group, LLC | $130.3K |
| 6 | Camelot Portfolios, LLC | $124.2K |
| 7 | RFG Advisory, LLC | $114.6K |
| 8 | River Street Advisors LLC | $114.6K |
| 9 | VISTA INVESTMENT PARTNERS II, LLC | $86.6K |
| 10 | Fortitude Advisory Group L.L.C. | $83.6K |
| 11 | EVERGREEN CAPITAL MANAGEMENT LLC | $80.2K |
| 12 | Cornerstone Wealth Management, LLC | $68.7K |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.6K |
| 14 | HIGHLINE WEALTH PARTNERS LLC | $3.7K |
| 15 | FIRST HORIZON CORP | $3.1K |
| 16 | SIGNATUREFD, LLC | $4 |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$5.5K | |
| 2 | +$5.2K | |
| 3 | +$4.6K | |
| 4 | +$2.8K | |
| 5 | +$1.8K | |
| 6 | +$1.5K | |
| 7 | +$1.4K | |
| 8 | +$1.3K | |
| 9 | +$976 | |
| 10 | +$942 | |
| 11 | +$904 | |
| 12 | +$774 | |
| 13 | +$42 | |
| 14 | +$35 | |
| 15 | $0 | |
| 16 | -$1.8K | |
| 17 | -$66.2K | |
| 18 | -$214.0K |