Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $13.3M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | $1.3M |
| 3 | Noble Wealth Management PBC | $982.1K |
| 4 | Keudell/Morrison Wealth Management | $356.5K |
| 5 | Fortitude Advisory Group L.L.C. | $308.7K |
| 6 | River Street Advisors LLC | $302.2K |
| 7 | BENJAMIN EDWARDS INC | $261.3K |
| 8 | Essential Investment Partners LLC | $203.3K |
| 9 | PFG Investments, LLC | $200.3K |
| 10 | Walker Asset Management, LLC | $180.0K |
| 11 | Ramiah Investment Group | $125.9K |
| 12 | Farther Finance Advisors, LLC | $60.4K |
| 13 | ST GERMAIN D J CO INC | $33.0K |
| 14 | Key FInancial Inc | $18.2K |
| 15 | HIGHLINE WEALTH PARTNERS LLC | $7.7K |
| 16 | Fortis Group Advisors, LLC | $6.5K |
| 17 | CX Institutional | $89 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$346.7K | |
| 2 | +$54.7K | |
| 3 | +$31.1K | |
| 4 | +$18.7K | |
| 5 | +$13.2K | |
| 6 | +$11.0K | |
| 7 | +$7.4K | |
| 8 | +$6.8K | |
| 9 | +$6.5K | |
| 10 | +$1.2K | |
| 11 | +$663 | |
| 12 | +$280 | |
| 13 | +$236 | |
| 14 | +$4 | |
| 15 | -$13.0K | |
| 16 | -$22.8K | |
| 17 | -$45.3K | |
| 18 | -$178.2K | |
| 19 | -$188.2K | |
| 20 | -$1.3M |