Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | MADDEN SECURITIES Corp | $4.3M |
| 2 | UNIQUE WEALTH, LLC | $733.0K |
| 3 | Procyon Advisors, LLC | $514.2K |
| 4 | A&I FINANCIAL SERVICES, LLC | $280.7K |
| 5 | KERR FINANCIAL PLANNING Corp | $159.7K |
| 6 | Key FInancial Inc | $32.5K |
| 7 | COUNTRY TRUST BANK | $20.5K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$733.0K | |
| 3 | +$146.4K | |
| 4 | +$79.1K | |
| 5 | +$29.0K | |
| 6 | +$9.2K | |
| 7 | +$5.8K |