Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | CERTIOR FINANCIAL GROUP, LLC | $322.5K |
| 2 | DHJJ Financial Advisors, Ltd. | $305.9K |
| 3 | CYPRESS FINANCIAL PLANNING LLC | $246.6K |
| 4 | Spire Wealth Management | $56.9K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$246.6K | |
| 2 | +$84.1K | |
| 3 | +$22.5K | |
| 4 | +$4.0K |