Snapshot holdings4 / 4 loaded
| # | ||
|---|---|---|
| 1 | Confluence Wealth Services, Inc. | $40.5M |
| 2 | ST GERMAIN D J CO INC | $5.1M |
| 3 | CRA Financial Services, LLC | $2.1M |
| 4 | Fiduciary Alliance LLC | $361.4K |
Manager changes2026-06-30 vs 2026-03-314 / 4 loaded
| # | ||
|---|---|---|
| 1 | +$13.5M | |
| 2 | +$485.3K | |
| 3 | +$263.8K | |
| 4 | +$69.1K |