Snapshot holdings8 / 8 loaded
| # | ||
|---|---|---|
| 1 | GAMMA Investing LLC | $664.3K |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $352.8K |
| 3 | Diversified Trust Co | $255.3K |
| 4 | Canopy Partners, LLC | $201.1K |
| 5 | ADIRONDACK TRUST CO | $20.5K |
| 6 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $13.2K |
| 7 | Gleason Group, Inc. | $3.9K |
| 8 | SENTINEL TRUST CO LBA | $287 |
Manager changes2026-06-30 vs 2026-03-3110 / 10 loaded
| # | ||
|---|---|---|
| 1 | +$255.3K | |
| 2 | +$221.7K | |
| 3 | +$201.1K | |
| 4 | +$59.8K | |
| 5 | +$3.9K | |
| 6 | +$3.1K | |
| 7 | +$2.0K | |
| 8 | +$48 | |
| 9 | -$9.4K | |
| 10 | -$18.3K |