Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Spire Wealth Management | $3.0M |
| 2 | AMERICAN ASSET MANAGEMENT INC. | $2.6M |
| 3 | DHJJ Financial Advisors, Ltd. | $320.7K |
| 4 | ST GERMAIN D J CO INC | $15.5K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$174.3K | |
| 2 | +$121.8K | |
| 3 | +$18.9K | |
| 4 | +$910 |