Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.4M |
| 2 | GAMMA Investing LLC | $407.8K |
| 3 | Canopy Partners, LLC | $247.0K |
| 4 | GRACE & WHITE INC /NY | $208.7K |
| 5 | Gleason Group, Inc. | $6.6K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$57.2K | |
| 2 | +$6.6K | |
| 3 | -$2.5K | |
| 4 | -$7.6K | |
| 5 | -$11.1K | |
| 6 | -$74.8K | |
| 7 | -$717.9K |