Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Castellan Group | $2.5M |
| 2 | Spire Wealth Management | $259.4K |
| 3 | DHJJ Financial Advisors, Ltd. | $109.1K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$44.5K | |
| 2 | +$21.6K | |
| 3 | +$9.1K |
| # | ||
|---|---|---|
| 1 | Castellan Group | $2.5M |
| 2 | Spire Wealth Management | $259.4K |
| 3 | DHJJ Financial Advisors, Ltd. | $109.1K |
| # | ||
|---|---|---|
| 1 | +$44.5K | |
| 2 | +$21.6K | |
| 3 | +$9.1K |