Snapshot holdings6 / 6 loaded
| # | ||
|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.5M |
| 2 | GAMMA Investing LLC | $642.5K |
| 3 | YOUSIF CAPITAL MANAGEMENT, LLC | $291.5K |
| 4 | Canopy Partners, LLC | $273.7K |
| 5 | Main Street Group, LTD | $33.3K |
| 6 | Gleason Group, Inc. | $3.5K |
Manager changes2026-06-30 vs 2026-03-317 / 7 loaded
| # | ||
|---|---|---|
| 1 | +$89.9K | |
| 2 | +$14.6K | |
| 3 | +$4.5K | |
| 4 | +$3.5K | |
| 5 | +$1.3K | |
| 6 | -$66.8K | |
| 7 | -$1.1M |