Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Once Capital Management, LLC | $698.6M |
| 2 | Pines Wealth Management, LLC | $400.2K |
| 3 | TITLEIST ASSET MANAGEMENT, LLC | $253.8K |
| 4 | LAUREL OAK WEALTH MANAGEMENT, LLC | $24.8K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$698.6M | |
| 2 | +$400.2K | |
| 3 | +$253.8K | |
| 4 | +$24.8K | |
| 5 | -$4.3M |