Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Foguth Wealth Management, LLC. | $14.8M |
| 2 | CYPRESS FINANCIAL PLANNING LLC | $492.9K |
| 3 | Spire Wealth Management | $193.1K |
| 4 | DHJJ Financial Advisors, Ltd. | $121.2K |
| 5 | LANARK FINANCIAL, INC. | $52.7K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$761.8K | |
| 2 | +$87.4K | |
| 3 | +$28.5K | |
| 4 | +$15.6K | |
| 5 | +$9.8K |