Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | AMERICAN ASSET MANAGEMENT INC. | $4.7M |
| 2 | Spire Wealth Management | $2.7M |
| 3 | First Heartland Consultants, Inc. | $337.6K |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $207.9K |
| 5 | DHJJ Financial Advisors, Ltd. | $162.9K |
| 6 | LANARK FINANCIAL, INC. | $78.2K |
| 7 | ST GERMAIN D J CO INC | $18.6K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$337.6K | |
| 2 | +$273.4K | |
| 3 | +$208.6K | |
| 4 | +$207.9K | |
| 5 | +$53.7K | |
| 6 | +$1.1K | |
| 7 | -$1.6K |