Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | PFG Investments, LLC | $595.9K |
| 2 | GRACE & WHITE INC /NY | $334.2K |
| 3 | UHLMANN PRICE SECURITIES, LLC | $144.6K |
| 4 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $111.3K |
| 5 | MELFA WEALTH MANAGEMENT, INC. | $100.0K |
| 6 | Fortis Group Advisors, LLC | $7.0K |
| 7 | HIGHLINE WEALTH PARTNERS LLC | $3.3K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded