Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Diversified Trust Co | $557.3K |
| 2 | TRUST CO OF TOLEDO NA /OH/ | $79.3K |
| 3 | INTEGRAL INVESTMENT ADVISORS, INC. | $23.6K |
| 4 | Financial Perspectives, Inc | $2.1K |
Manager changes2026-06-30 vs 2026-03-316 / 6 loaded
| # | ||
|---|---|---|
| 1 | -$1.1K | |
| 2 | -$12.0K | |
| 3 | -$40.2K | |
| 4 | -$45.4K | |
| 5 | -$282.5K | |
| 6 | -$449.8K |