Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Maltin Wealth Management, Inc. | $10.1M |
| 2 | Noble Wealth Management PBC | $1.6M |
| 3 | Brookstone Capital Management | $794.3K |
| 4 | SECURED RETIREMENT ADVISORS, LLC | $650.4K |
| 5 | Avidian Wealth Enterprises, LLC | $490.4K |
| 6 | GHP Investment Advisors, Inc. | $32.9K |
| 7 | DHJJ Financial Advisors, Ltd. | $30.4K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$450.9K | |
| 2 | +$118.7K | |
| 3 | +$34.5K | |
| 4 | +$2.3K | |
| 5 | +$2.1K | |
| 6 | -$27.6K | |
| 7 | -$37.6K |