Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Spire Wealth Management | $2.3M |
| 2 | CYPRESS FINANCIAL PLANNING LLC | $276.9K |
| 3 | AMERICAN ASSET MANAGEMENT INC. | $215.2K |
| 4 | DHJJ Financial Advisors, Ltd. | $55.9K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$134.9K | |
| 2 | +$18.6K | |
| 3 | +$14.4K | |
| 4 | +$3.7K |