Snapshot holdings16 / 16 loaded
| # | ||
|---|---|---|
| 1 | CHEMUNG CANAL TRUST CO | $3.8M |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.2M |
| 3 | AA Financial Advisors, LLC | $372.0K |
| 4 | SeaCrest Wealth Management, LLC | $279.2K |
| 5 | ADIRONDACK TRUST CO | $237.3K |
| 6 | COURIER CAPITAL LLC | $230.1K |
| 7 | TOMPKINS FINANCIAL CORP | $228.6K |
| 8 | J.W. COLE ADVISORS, INC. | $180.6K |
| 9 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $175.2K |
| 10 | Painted Porch Advisors LLC | $131.8K |
| 11 | Wealthcare Advisory Partners LLC | $128.6K |
| 12 | Level Financial Advisors | $120.8K |
| 13 | Platform Technology Partners | $83.3K |
| 14 | PFS Partners, LLC | $48.2K |
| 15 | FIRST HORIZON CORP | $15.3K |
| 16 | Marshall & Sterling Wealth Advisors Inc. | $11.5K |
Manager changes2026-06-30 vs 2026-03-3117 / 17 loaded
| # | ||
|---|---|---|
| 1 | +$495.3K | |
| 2 | +$254.5K | |
| 3 | +$180.6K | |
| 4 | +$135.6K | |
| 5 | +$131.8K | |
| 6 | +$95.3K | |
| 7 | +$9.4K | |
| 8 | +$8.6K | |
| 9 | +$5.1K | |
| 10 | +$4.9K | |
| 11 | +$2.6K | |
| 12 | +$1.8K | |
| 13 | +$1.0K | |
| 14 | +$354 | |
| 15 | +$325 | |
| 16 | -$30.5K | |
| 17 | -$367.7K |