Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | FRANKLIN STREET ADVISORS INC /NC | $24.8M |
| 2 | Cardinal Capital Management, Inc. | $22.7M |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $850.5K |
| 4 | Diversified Trust Co | $528.1K |
| 5 | GAMMA Investing LLC | $452.4K |
| 6 | General Partner, Inc. | $35.8K |
| 7 | Gleason Group, Inc. | $5.4K |
| 8 | APPLETON PARTNERS INC/MA | $4.1K |
| 9 | Oakworth Capital, Inc. | $2.6K |
| 10 | HORIZON FINANCIAL SERVICES, LLC | $1.1K |
| 11 | FNY Investment Advisers, LLC | $352 |
Manager changes2026-06-30 vs 2026-03-3113 / 13 loaded
| # | ||
|---|---|---|
| 1 | +$24.8M | |
| 2 | +$22.7M | |
| 3 | +$117.3K | |
| 4 | +$70.3K | |
| 5 | +$1.1K | |
| 6 | +$440 | |
| 7 | +$330 | |
| 8 | +$252 | |
| 9 | +$5 | |
| 10 | -$35 | |
| 11 | -$2.1K | |
| 12 | -$33.4K | |
| 13 | -$117.4K |