Confluence Investment Management, based in St. Louis, MO, is ranked No. 97 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list. Total AUM ...

Confluence Investment Management LLC boosted its position in shares of Alcoa Co. (NYSE:AA – Free Report) by 7.2% in the 4th quarter, HoldingsChannel.com reports.The firm owned 13,999 shares of ...

Confluence Investment Management LLC’s holdings in Wheaton Precious Metals were worth $712,000 as of its most recent SEC filing. Several other institutional investors and hedge funds have also ...