Snapshot holdings17 / 17 loaded
| # | ||
|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $23.9M |
| 2 | CHATHAM CAPITAL GROUP, INC. | $16.9M |
| 3 | Mechanics Bank Trust Department | $839.1K |
| 4 | BENJAMIN EDWARDS INC | $729.2K |
| 5 | Greater Midwest Financial Group, LLC | $575.7K |
| 6 | PFG Advisors | $504.9K |
| 7 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $436.2K |
| 8 | LEAVELL INVESTMENT MANAGEMENT, INC. | $344.5K |
| 9 | Single Point Partners, LLC | $331.0K |
| 10 | IFP Advisors, Inc | $252.9K |
| 11 | SIGNATUREFD, LLC | $251.4K |
| 12 | JAMES INVESTMENT RESEARCH, INC. | $205.7K |
| 13 | Physician Wealth Advisors, Inc. | $182.8K |
| 14 | Hyposwiss Advisors SA | $27.0K |
| 15 | Noble Wealth Management PBC | $19.3K |
| 16 | CoreCap Advisors, LLC | $11.7K |
| 17 | First PREMIER Bank | $5 |
Manager changes2026-06-30 vs 2026-03-3120 / 20 loaded
| # | ||
|---|---|---|
| 1 | +$607.3K | |
| 2 | +$331.0K | |
| 3 | +$125.0K | |
| 4 | +$81.1K | |
| 5 | +$47.8K | |
| 6 | +$34.2K | |
| 7 | +$26.4K | |
| 8 | +$14.3K | |
| 9 | +$1.4K | |
| 10 | +$5 | |
| 11 | -$125 | |
| 12 | -$290 | |
| 13 | -$2.2K | |
| 14 | -$3.5K | |
| 15 | -$4.7K | |
| 16 | -$29.5K | |
| 17 | -$66.1K | |
| 18 | -$1.6M | |
| 19 | -$2.5M | |
| 20 | -$12.7M |