Snapshot holdings10 / 10 loaded
| # | ||
|---|---|---|
| 1 | GAMMA Investing LLC | $1.5M |
| 2 | Canopy Partners, LLC | $505.0K |
| 3 | Diversified Trust Co | $445.7K |
| 4 | MOODY LYNN LIEBERSON & WALKER, LLC | $224.8K |
| 5 | General Partner, Inc. | $71.0K |
| 6 | Gleason Group, Inc. | $17.6K |
| 7 | Strategic Investment Solutions, Inc. /IL | $12.2K |
| 8 | HORIZON FINANCIAL SERVICES, LLC | $11.2K |
| 9 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $11.2K |
| 10 | FNY Investment Advisers, LLC | $0 |
Manager changes2026-06-30 vs 2026-03-3111 / 11 loaded
| # | ||
|---|---|---|
| 1 | +$813.2K | |
| 2 | +$256.1K | |
| 3 | +$241.9K | |
| 4 | +$224.8K | |
| 5 | +$35.3K | |
| 6 | +$17.6K | |
| 7 | +$11.2K | |
| 8 | +$6.0K | |
| 9 | +$5.6K | |
| 10 | -$106 | |
| 11 | -$61.2K |