Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | NORTHEAST INVESTMENT MANAGEMENT | $74.7M |
| 2 | Henry James International Management Inc. | $3.2M |
| 3 | Cohen Klingenstein LLC | $2.7M |
| 4 | Horrell Capital Management, Inc. | $2.2M |
| 5 | GAMMA Investing LLC | $1.1M |
| 6 | LEAVELL INVESTMENT MANAGEMENT, INC. | $971.7K |
| 7 | Diversified Trust Co | $652.2K |
| 8 | CHICAGO TRUST Co NA | $634.9K |
| 9 | BENEDICT FINANCIAL ADVISORS INC | $614.3K |
| 10 | YOUSIF CAPITAL MANAGEMENT, LLC | $463.1K |
| 11 | MOODY LYNN LIEBERSON & WALKER, LLC | $341.3K |
| 12 | FULTON BANK, N.A. | $309.4K |
| 13 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $302.5K |
| 14 | Myriad Asset Management US LP | $263.0K |
| 15 | Main Street Group, LTD | $77.3K |
| 16 | THOMPSON INVESTMENT MANAGEMENT, INC. | $35.3K |
| 17 | Gleason Group, Inc. | $7.9K |
Manager changes2026-06-30 vs 2026-03-3118 / 18 loaded
| # | ||
|---|---|---|
| 1 | +$18.8M | |
| 2 | +$882.2K | |
| 3 | +$705.5K | |
| 4 | +$393.1K | |
| 5 | +$382.4K | |
| 6 | +$349.3K | |
| 7 | +$263.0K | |
| 8 | +$158.1K | |
| 9 | +$156.2K | |
| 10 | +$156.1K | |
| 11 | +$98.8K | |
| 12 | +$87.0K | |
| 13 | +$81.6K | |
| 14 | +$20.1K | |
| 15 | +$9.2K | |
| 16 | +$7.9K | |
| 17 | -$8.3K | |
| 18 | -$1.3M |