Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Rathbones Group PLC | $6.7M |
| 2 | HWG Holdings LP | $3.7M |
| 3 | Hyposwiss Advisors SA | $337.4K |
| 4 | COTTONWOOD CAPITAL ADVISORS, LLC | $236.7K |
| 5 | Unique Wealth Strategies, LLC | $231.2K |
| 6 | IFP Advisors, Inc | $46.0K |
| 7 | Golden State Wealth Management, LLC | $21.2K |
Manager changes2026-06-30 vs 2026-03-318 / 8 loaded
| # | ||
|---|---|---|
| 1 | +$236.7K | |
| 2 | +$20.7K | |
| 3 | +$1.3K | |
| 4 | -$8.7K | |
| 5 | -$10.7K | |
| 6 | -$39.9K | |
| 7 | -$7.3M | |
| 8 | -$17.7M |