Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | HBW ADVISORY SERVICES LLC | $462.3K |
| 2 | BANQUE PICTET & CIE SA | $460.8K |
| 3 | BFI Infinity Ltd. | $452.8K |
| 4 | Poehling Capital Management, INC. | $376.4K |
| 5 | Cornerstone Wealth Management, LLC | $372.1K |
| 6 | LVW Advisors, LLC | $339.6K |
| 7 | 4WEALTH ADVISORS, INC. | $262.9K |
| 8 | Westhampton Capital, LLC | $230.4K |
| 9 | Farther Finance Advisors, LLC | $76.0K |
| 10 | Community Financial Services Group, LLC | $29.4K |
| 11 | CX Institutional | $24 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$462.3K | |
| 2 | +$34.8K | |
| 3 | +$29.4K | |
| 4 | +$14.4K | |
| 5 | +$24 | |
| 6 | -$10.2K | |
| 7 | -$16.6K | |
| 8 | -$23.2K | |
| 9 | -$26.8K | |
| 10 | -$33.2K | |
| 11 | -$38.4K | |
| 12 | -$68.8K | |
| 13 | -$207.5K | |
| 14 | -$357.3K |