Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $2.7M |
| 2 | RIVERBRIDGE PARTNERS LLC | $890.4K |
| 3 | MELFA WEALTH MANAGEMENT, INC. | $416.7K |
| 4 | VISTA INVESTMENT PARTNERS LLC | $193.2K |
| 5 | Pine Valley Investments Ltd Liability Co | $178.7K |
| 6 | BAR HARBOR WEALTH MANAGEMENT | $133.3K |
| 7 | Plancorp, LLC | $109.4K |
| 8 | Triumph Capital Management | $93.3K |
| 9 | Farther Finance Advisors, LLC | $55.2K |
| 10 | JFS WEALTH ADVISORS, LLC | $43.5K |
| 11 | Bogart Wealth, LLC | $11.0K |
| 12 | Cape Investment Advisory, Inc. | $7.4K |
| 13 | FNY Investment Advisers, LLC | $4 |
Manager changes2026-06-30 vs 2026-03-3115 / 15 loaded
| # | ||
|---|---|---|
| 1 | +$453.3K | |
| 2 | +$19.0K | |
| 3 | +$17.4K | |
| 4 | +$8.8K | |
| 5 | +$7.6K | |
| 6 | +$7.4K | |
| 7 | +$6.0K | |
| 8 | +$2.5K | |
| 9 | +$1.9K | |
| 10 | +$700 | |
| 11 | +$500 | |
| 12 | $0 | |
| 13 | -$4.2K | |
| 14 | -$8.5K | |
| 15 | -$124.5K |