Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | Shaker Financial Services, LLC | $2.7M |
| 2 | PFG Investments, LLC | $1.5M |
| 3 | Secure Asset Management, LLC | $895.2K |
| 4 | Hennion & Walsh Asset Management, Inc. | $871.4K |
| 5 | Camelot Portfolios, LLC | $353.0K |
| 6 | MCRAE CAPITAL MANAGEMENT INC | $322.8K |
| 7 | J.W. COLE ADVISORS, INC. | $167.9K |
| 8 | SOA Wealth Advisors, LLC. | $38.6K |
| 9 | HIGHLINE WEALTH PARTNERS LLC | $2.8K |
| 10 | FNY Investment Advisers, LLC | $11 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$650.6K | |
| 2 | +$353.0K | |
| 3 | +$167.9K | |
| 4 | +$39.4K | |
| 5 | +$14.5K | |
| 6 | +$2.2K | |
| 7 | +$88 | |
| 8 | +$1 | |
| 9 | -$282.6K | |
| 10 | -$366.1K |