Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | MOODY LYNN LIEBERSON & WALKER, LLC | $711.3K |
| 2 | Private Capital Advisors, Inc. | $379.8K |
| 3 | FULTON BANK, N.A. | $246.5K |
| 4 | NEVILLE RODIE & SHAW INC | $268 |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$81.6K | |
| 2 | +$43.6K | |
| 3 | +$28.3K | |
| 4 | +$30 |