Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Saratoga Research & Investment Management | $61.0M |
| 2 | Boston Common Asset Management, LLC | $15.4M |
| 3 | OLD NATIONAL BANCORP /IN/ | $14.8M |
| 4 | Diversified Trust Co | $3.1M |
| 5 | Wallington Asset Management, LLC | $1.9M |
| 6 | GAMMA Investing LLC | $1.5M |
| 7 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.1M |
| 8 | Sky Investment Group LLC | $693.4K |
| 9 | YOUSIF CAPITAL MANAGEMENT, LLC | $660.2K |
| 10 | FULTON BANK, N.A. | $596.8K |
| 11 | Canopy Partners, LLC | $392.5K |
| 12 | RIVERBRIDGE PARTNERS LLC | $361.9K |
| 13 | ALBERT D MASON INC | $207.0K |
| 14 | Oakworth Capital, Inc. | $69.1K |
| 15 | Main Street Group, LTD | $20.5K |
| 16 | ADIRONDACK TRUST CO | $18.2K |
| 17 | Vermillion Wealth Management, Inc. | $14.3K |
| 18 | HORIZON FINANCIAL SERVICES, LLC | $10.5K |
| 19 | Gleason Group, Inc. | $9.4K |
| 20 | SENTINEL TRUST CO LBA | $1.1K |
Manager changes2026-06-30 vs 2026-03-3123 / 23 loaded
| # | ||
|---|---|---|
| 1 | +$2.2M | |
| 2 | +$227.8K | |
| 3 | +$207.0K | |
| 4 | +$156.9K | |
| 5 | +$57.6K | |
| 6 | +$47.1K | |
| 7 | +$14.3K | |
| 8 | +$11.6K | |
| 9 | +$10.5K | |
| 10 | +$9.8K | |
| 11 | +$9.4K | |
| 12 | +$837 | |
| 13 | +$656 | |
| 14 | +$581 | |
| 15 | +$56 | |
| 16 | -$3.7K | |
| 17 | -$65.2K | |
| 18 | -$79.6K | |
| 19 | -$306.4K | |
| 20 | -$447.4K | |
| 21 | -$611.3K | |
| 22 | -$1.9M | |
| 23 | -$3.2M |