Snapshot holdings9 / 9 loaded
| # | ||
|---|---|---|
| 1 | HENNESSY ADVISORS INC | $3.3M |
| 2 | GREAT OAK CAPITAL PARTNERS, LLC | $694.4K |
| 3 | LYNCH & ASSOCIATES/IN | $319.2K |
| 4 | ROCKLAND TRUST CO | $265.4K |
| 5 | Farther Finance Advisors, LLC | $251.9K |
| 6 | Police & Firemen's Retirement System of New Jersey | $113.4K |
| 7 | Sachetta, LLC | $37.7K |
| 8 | EASTERN BANK | $2.6K |
| 9 | Physician Wealth Advisors, Inc. | $1.4K |
Manager changes2026-06-30 vs 2026-03-319 / 9 loaded
| # | ||
|---|---|---|
| 1 | +$246.6K | |
| 2 | +$113.4K | |
| 3 | +$37.7K | |
| 4 | +$20.1K | |
| 5 | +$16.7K | |
| 6 | +$14.5K | |
| 7 | +$2.8K | |
| 8 | +$163 | |
| 9 | +$87 |