Snapshot holdings11 / 11 loaded
| # | ||
|---|---|---|
| 1 | FIRST MERCHANTS CORP | $143.4M |
| 2 | FULTON BANK, N.A. | $83.7M |
| 3 | Vermillion Wealth Management, Inc. | $5.0M |
| 4 | RIVERBRIDGE PARTNERS LLC | $5.0M |
| 5 | MOODY LYNN LIEBERSON & WALKER, LLC | $3.2M |
| 6 | Violich Capital Management, Inc. | $1.6M |
| 7 | Grey Fox Wealth Advisors, LLC | $1.1M |
| 8 | Sippican Capital Advisors | $385.6K |
| 9 | Oakworth Capital, Inc. | $281.9K |
| 10 | ROWLANDMILLER & PARTNERS.ADV | $199.4K |
| 11 | NEVILLE RODIE & SHAW INC | $4.2K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$15.5M | |
| 2 | +$7.3M | |
| 3 | +$5.0M | |
| 4 | +$641.3K | |
| 5 | +$368.7K | |
| 6 | +$177.7K | |
| 7 | +$50.8K | |
| 8 | +$36.7K | |
| 9 | +$26.3K | |
| 10 | +$19.1K | |
| 11 | +$516 | |
| 12 | -$665.0K |