Snapshot holdings18 / 18 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $10.5M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $4.0M |
| 3 | InTrack Investment Management Inc | $612.5K |
| 4 | Meadowbrook Wealth Management, LLC | $502.3K |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $328.2K |
| 6 | Sequoia Financial Advisors, LLC | $304.0K |
| 7 | D.A. DAVIDSON & CO. | $192.0K |
| 8 | GRIMES & Co WEALTH MANAGEMENT, LLC | $178.6K |
| 9 | 180 WEALTH ADVISORS, LLC | $175.3K |
| 10 | BAR HARBOR WEALTH MANAGEMENT | $151.0K |
| 11 | SAX WEALTH ADVISORS, LLC | $140.3K |
| 12 | Abel Hall, LLC | $112.6K |
| 13 | Farther Finance Advisors, LLC | $66.1K |
| 14 | Noble Wealth Management PBC | $65.5K |
| 15 | Citizens National Bank Trust Department | $50.1K |
| 16 | Midway Capital Research & Management | $27.0K |
| 17 | HIGHLINE WEALTH PARTNERS LLC | $3.4K |
| 18 | Darwin Wealth Management, LLC | $2.3K |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$742.2K | |
| 2 | +$502.3K | |
| 3 | +$304.0K | |
| 4 | +$178.6K | |
| 5 | +$75.8K | |
| 6 | +$59.9K | |
| 7 | +$14.5K | |
| 8 | +$13.2K | |
| 9 | +$11.4K | |
| 10 | +$8.5K | |
| 11 | +$3.8K | |
| 12 | +$2.0K | |
| 13 | +$255 | |
| 14 | +$170 | |
| 15 | -$10 | |
| 16 | -$4.7K | |
| 17 | -$5.7K | |
| 18 | -$9.6K | |
| 19 | -$31.9K | |
| 20 | -$146.9K |