Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $2.3M |
| 2 | RIVERBRIDGE PARTNERS LLC | $2.3M |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $485.8K |
| 4 | PETRA FINANCIAL ADVISORS INC | $295.9K |
| 5 | MELFA WEALTH MANAGEMENT, INC. | $173.7K |
| 6 | Noble Wealth Management PBC | $23.2K |
| 7 | EASTERN BANK | $7.7K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$102.4K | |
| 2 | +$81.2K | |
| 3 | +$15.2K | |
| 4 | +$1.3K | |
| 5 | +$60 | |
| 6 | -$2.6K | |
| 7 | -$6.4K |