Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Maltin Wealth Management, Inc. | $696.7K |
| 2 | Farther Finance Advisors, LLC | $423.8K |
| 3 | Octavia Wealth Advisors, LLC | $333.2K |
| 4 | Register Financial Advisors LLC | $881 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$45.9K | |
| 2 | +$12.8K | |
| 3 | +$12.4K | |
| 4 | +$42 | |
| 5 | -$36.6K |