Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Wealthquest Corp | $124.6K |
| 2 | 4WEALTH ADVISORS, INC. | $118.7K |
| 3 | SBI Securities Co., Ltd. | $6.3K |
| 4 | ST GERMAIN D J CO INC | $10 |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$118.7K | |
| 2 | +$5.7K | |
| 3 | -$1 | |
| 4 | -$11 | |
| 5 | -$11.2K |
| # | ||
|---|---|---|
| 1 | Wealthquest Corp | $124.6K |
| 2 | 4WEALTH ADVISORS, INC. | $118.7K |
| 3 | SBI Securities Co., Ltd. | $6.3K |
| 4 | ST GERMAIN D J CO INC | $10 |
| # | ||
|---|---|---|
| 1 | +$118.7K | |
| 2 | +$5.7K | |
| 3 | -$1 | |
| 4 | -$11 | |
| 5 | -$11.2K |