Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | HM PAYSON & CO | $54.1M |
| 2 | Gilbert Capital Group, Inc. | $4.3M |
| 3 | CGN Advisors LLC | $3.0M |
| 4 | SteelPeak Wealth, LLC | $1.2M |
| 5 | Spinnaker Investment Group, LLC | $632.5K |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $177.8K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | +$5.4M | |
| 2 | +$4.3M | |
| 3 | +$808.0K | |
| 4 | +$136.2K | |
| 5 | +$54.5K | |
| 6 | -$662 |