Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | Portman Square Capital LLP | $30.0M |
| 2 | CREDIT INDUSTRIEL ET COMMERCIAL | $12.6M |
| 3 | MIZUHO SECURITIES USA LLC | $11.8M |
| 4 | Union Bancaire Privee, UBP SA | $1.9M |
| 5 | LAFFER TENGLER INVESTMENTS, INC. | $1.9M |
| 6 | RFG Advisory, LLC | $1.1M |
| 7 | AdvisorNet Financial, Inc | $931.3K |
| 8 | TCFG Investment Advisors, LLC | $823.3K |
| 9 | Central Pacific Bank - Trust Division | $588.1K |
| 10 | Farther Finance Advisors, LLC | $344.8K |
| 11 | LANARK FINANCIAL, INC. | $7.2K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$12.3M | |
| 2 | +$61.2K | |
| 3 | +$7.2K | |
| 4 | $0 | |
| 5 | -$49.6K | |
| 6 | -$100.2K | |
| 7 | -$175.3K | |
| 8 | -$346.3K | |
| 9 | -$366.8K | |
| 10 | -$644.0K | |
| 11 | -$880.0K | |
| 12 | -$8.9M |