Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Brucke Financial, Inc. | $720.4K |
| 2 | Sharp Wealth Advisory, LLC | $501.3K |
| 3 | Maltin Wealth Management, Inc. | $368.7K |
| 4 | Ares Financial Consulting, LLC | $22.8K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$229.9K | |
| 2 | +$133.2K | |
| 3 | +$47.4K | |
| 4 | +$6.1K |