Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Spire Wealth Management | $992.8K |
| 2 | AMERICAN ASSET MANAGEMENT INC. | $528.8K |
| 3 | DHJJ Financial Advisors, Ltd. | $279.7K |
| 4 | HARBOR INVESTMENT ADVISORY, LLC | $62.0K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$411.2K | |
| 2 | +$158.7K | |
| 3 | +$39.2K | |
| 4 | +$3.2K |