Snapshot holdings7 / 7 loaded
| # | ||
|---|---|---|
| 1 | Portman Square Capital LLP | $34.7M |
| 2 | LAFFER TENGLER INVESTMENTS, INC. | $3.9M |
| 3 | Central Pacific Bank - Trust Division | $701.1K |
| 4 | Farther Finance Advisors, LLC | $503.5K |
| 5 | UHLMANN PRICE SECURITIES, LLC | $214.0K |
| 6 | High Note Wealth, LLC | $19.2K |
| 7 | LANARK FINANCIAL, INC. | $14.6K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$935.9K | |
| 2 | +$401.1K | |
| 3 | +$214.0K | |
| 4 | +$180.4K | |
| 5 | +$14.6K | |
| 6 | +$4.9K | |
| 7 | -$854.5K | |
| 8 | -$3.9M | |
| 9 | -$32.8M |