Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | CYPRESS FINANCIAL PLANNING LLC | $884.8K |
| 2 | DHJJ Financial Advisors, Ltd. | $578.9K |
| 3 | EverSource Wealth Advisors, LLC | $11.3K |
Manager changes2026-06-30 vs 2026-03-313 / 3 loaded
| # | ||
|---|---|---|
| 1 | +$112.3K | |
| 2 | +$46.5K | |
| 3 | -$3.5K |
| # | ||
|---|---|---|
| 1 | CYPRESS FINANCIAL PLANNING LLC | $884.8K |
| 2 | DHJJ Financial Advisors, Ltd. | $578.9K |
| 3 | EverSource Wealth Advisors, LLC | $11.3K |
| # | ||
|---|---|---|
| 1 | +$112.3K | |
| 2 | +$46.5K | |
| 3 | -$3.5K |