Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | CYPRESS FINANCIAL PLANNING LLC | $1.2M |
| 2 | CERTIOR FINANCIAL GROUP, LLC | $212.3K |
| 3 | DHJJ Financial Advisors, Ltd. | $44.8K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$212.3K | |
| 2 | +$61.4K | |
| 3 | +$3.9K |
| # | ||
|---|---|---|
| 1 | CYPRESS FINANCIAL PLANNING LLC | $1.2M |
| 2 | CERTIOR FINANCIAL GROUP, LLC | $212.3K |
| 3 | DHJJ Financial Advisors, Ltd. | $44.8K |
| # | ||
|---|---|---|
| 1 | +$212.3K | |
| 2 | +$61.4K | |
| 3 | +$3.9K |