Snapshot holdings3 / 3 loaded
| # | ||
|---|---|---|
| 1 | Bell Bank | $5.0M |
| 2 | Procyon Advisors, LLC | $233.1K |
| 3 | CoreCap Advisors, LLC | $32.0K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$5.0M | |
| 2 | -$22.2K | |
| 3 | -$51.8K | |
| 4 | -$90.5K |
| # | ||
|---|---|---|
| 1 | Bell Bank | $5.0M |
| 2 | Procyon Advisors, LLC | $233.1K |
| 3 | CoreCap Advisors, LLC | $32.0K |
| # | ||
|---|---|---|
| 1 | +$5.0M | |
| 2 | -$22.2K | |
| 3 | -$51.8K | |
| 4 | -$90.5K |