Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.3M |
| 2 | CHICAGO TRUST Co NA | $633.6K |
| 3 | GAMMA Investing LLC | $516.1K |
| 4 | HORIZON FINANCIAL SERVICES, LLC | $4.4K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$4.4K | |
| 2 | -$186.7K | |
| 3 | -$204.9K | |
| 4 | -$232.6K | |
| 5 | -$453.2K | |
| 6 | -$814.3K |