Snapshot holdings14 / 14 loaded
| # | ||
|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $6.1M |
| 2 | Breakwater Capital Group | $908.9K |
| 3 | Midwest Financial Group LLC | $606.8K |
| 4 | Dynamic Advisor Solutions LLC | $583.4K |
| 5 | MELFA WEALTH MANAGEMENT, INC. | $542.0K |
| 6 | Goelzer Investment Management, Inc. | $514.9K |
| 7 | ACCESS FINANCIAL SERVICES, INC. | $483.7K |
| 8 | Hickory Point Bank & Trust | $392.6K |
| 9 | Realta Investment Advisors | $331.0K |
| 10 | SAX WEALTH ADVISORS, LLC | $278.3K |
| 11 | D.A. DAVIDSON & CO. | $201.3K |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $30.1K |
| 13 | Farther Finance Advisors, LLC | $13.9K |
| 14 | FNY Investment Advisers, LLC | $1 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$514.9K | |
| 2 | +$86.8K | |
| 3 | +$70.1K | |
| 4 | +$2.1K | |
| 5 | +$1.4K | |
| 6 | +$1.2K | |
| 7 | +$700 | |
| 8 | +$388 | |
| 9 | +$84 | |
| 10 | $0 | |
| 11 | -$838 | |
| 12 | -$60.5K | |
| 13 | -$64.2K | |
| 14 | -$79.3K |