Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Maltin Wealth Management, Inc. | $3.8M |
| 2 | Strategic Blueprint, LLC | $551.3K |
| 3 | NOVEM GROUP | $497.3K |
| 4 | Diligent Investors, LLC | $435.9K |
| 5 | Avidian Wealth Enterprises, LLC | $377.6K |
| 6 | IFP Advisors, Inc | $166.8K |
| 7 | DHJJ Financial Advisors, Ltd. | $160.9K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$447.1K | |
| 2 | +$187.3K | |
| 3 | +$46.2K | |
| 4 | +$42.3K | |
| 5 | +$31.9K | |
| 6 | +$27.6K | |
| 7 | +$24.3K |