Snapshot holdings20 / 20 loaded
| # | ||
|---|---|---|
| 1 | Cardinal Capital Management, Inc. | $47.2M |
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $33.9M |
| 3 | Boston Common Asset Management, LLC | $8.1M |
| 4 | Cohen Klingenstein LLC | $4.5M |
| 5 | Henry James International Management Inc. | $3.4M |
| 6 | GAMMA Investing LLC | $1.3M |
| 7 | CHICAGO TRUST Co NA | $837.2K |
| 8 | YOUSIF CAPITAL MANAGEMENT, LLC | $571.5K |
| 9 | FULTON BANK, N.A. | $432.7K |
| 10 | ALBERT D MASON INC | $327.9K |
| 11 | OLD NATIONAL BANCORP /IN/ | $278.2K |
| 12 | Canopy Partners, LLC | $251.7K |
| 13 | Diversified Trust Co | $242.4K |
| 14 | BENEDICT FINANCIAL ADVISORS INC | $241.9K |
| 15 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $189.7K |
| 16 | Vermillion Wealth Management, Inc. | $145.3K |
| 17 | ADIRONDACK TRUST CO | $23.8K |
| 18 | PROATHLETE WEALTH MANAGEMENT LLC | $23.3K |
| 19 | Gleason Group, Inc. | $6.8K |
| 20 | HORIZON FINANCIAL SERVICES, LLC | $3.2K |
Manager changes2026-06-30 vs 2026-03-3122 / 22 loaded
| # | ||
|---|---|---|
| 1 | +$12.1M | |
| 2 | +$8.3M | |
| 3 | +$2.5M | |
| 4 | +$1.4M | |
| 5 | +$1.1M | |
| 6 | +$432.7K | |
| 7 | +$432.2K | |
| 8 | +$278.2K | |
| 9 | +$251.7K | |
| 10 | +$242.4K | |
| 11 | +$241.9K | |
| 12 | +$237.2K | |
| 13 | +$145.3K | |
| 14 | +$79.5K | |
| 15 | +$53.9K | |
| 16 | +$6.8K | |
| 17 | +$5.8K | |
| 18 | +$5.7K | |
| 19 | +$3.2K | |
| 20 | -$182 | |
| 21 | -$72.3K | |
| 22 | -$1.6M |