Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | Owl Creek Wealth Partners LLC | $3.5M |
| 2 | Hoxton Planning & Management, LLC | $1.9M |
| 3 | BRIGHTON SECURITIES CORP. | $298.2K |
| 4 | Cornerstone National Bank & Trust Co | $167.5K |
| 5 | Transce3nd, LLC | $2.2K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$800.0K | |
| 2 | +$298.2K | |
| 3 | +$32.5K | |
| 4 | +$445 | |
| 5 | -$344.0K |