Snapshot holdings5 / 5 loaded
| # | ||
|---|---|---|
| 1 | FULTON BANK, N.A. | $311.5K |
| 2 | GAMMA Investing LLC | $307.2K |
| 3 | Diversified Trust Co | $239.2K |
| 4 | Canopy Partners, LLC | $185.6K |
| 5 | Gleason Group, Inc. | $5.6K |
Manager changes2026-06-30 vs 2026-03-315 / 5 loaded
| # | ||
|---|---|---|
| 1 | +$186.3K | |
| 2 | +$185.6K | |
| 3 | +$138.0K | |
| 4 | +$56.0K | |
| 5 | +$5.6K |