Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | HAMILTON LANE ADVISORS LLC | $304.4K |
| 2 | D.A. DAVIDSON & CO. | $281.5K |
| 3 | Trinity Legacy Partners, LLC | $51.0K |
| 4 | Uncommon Cents Investing LLC | $34.6K |
| 5 | Prospera Financial Services Inc | $33.3K |
| 6 | Blue Trust, Inc. | $95 |
| 7 | FIRST COMMUNITY TRUST NA | $95 |
| 8 | SENTINEL TRUST CO LBA | $76 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | -$38 | |
| 2 | -$47 | |
| 3 | -$47 | |
| 4 | -$86 | |
| 5 | -$16.4K | |
| 6 | -$17.1K | |
| 7 | -$25.5K | |
| 8 | -$28.4K | |
| 9 | -$103.2K | |
| 10 | -$150.6K |