Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | MADDEN SECURITIES Corp | $2.7M |
| 2 | WINNACLE WEALTH LLC | $1.3M |
| 3 | Split Rock Private Trading & Wealth Management, LLC | $992.9K |
| 4 | Dynamic Advisor Solutions LLC | $939.6K |
| 5 | Tactive Advisors, LLC | $452.4K |
| 6 | DECISION INVESTMENTS, INC | $288.3K |
| 7 | EverSource Wealth Advisors, LLC | $29.9K |
| 8 | CoreCap Advisors, LLC | $16.2K |
| 9 | Aventura Private Wealth, LLC | $15.3K |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$568.2K | |
| 2 | +$421.9K | |
| 3 | +$69.0K | |
| 4 | +$41.7K | |
| 5 | +$29.9K | |
| 6 | -$2.8K | |
| 7 | -$6.4K | |
| 8 | -$16.9K | |
| 9 | -$18.3K | |
| 10 | -$298.5K |