Filing Research | BSET - BASSETT FURNITURE INDS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Westhampton Capital, LLC	Shares	20.6KSH	$364.5K
2	Marquette Asset Management, LLC	Shares	17.0KSH	$300.5K
3	1620 INVESTMENT ADVISORS, INC.	Shares	8.7KSH	$153.4K
4	Ares Financial Consulting, LLC	Shares	536SH	$9.5K
5	GAMMA Investing LLC	Shares	376SH	$6.7K
6	SBI Securities Co., Ltd.	Shares	73SH	$1.3K
7	IFP Advisors, Inc	Shares	52SH	$921
8	SALEM INVESTMENT COUNSELORS INC	Shares	25SH	$443
9	EverSource Wealth Advisors, LLC	Shares	24SH	$426
10	True Wealth Design, LLC	Shares	24SH	$426
11	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$35
12	Farther Finance Advisors, LLC	Shares	1SH	$18

Manager changes2026-06-30 vs 2026-03-31

13 / 13 loaded

#		Instrument
1	Marquette Asset Management, LLC new	Shares	+17.0K	+$300.5K	$300.5K
2	Westhampton Capital, LLC unchanged	Shares	0	+$73.4K	$364.5K
3	1620 INVESTMENT ADVISORS, INC. added	Shares	+250	+$34.4K	$153.4K
4	GAMMA Investing LLC added	Shares	+140	+$3.3K	$6.7K
5	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.9K	$9.5K
6	IFP Advisors, Inc added	Shares	+51	+$907	$921
7	EverSource Wealth Advisors, LLC added	Shares	+20	+$369	$426
8	True Wealth Design, LLC added	Shares	+20	+$369	$426
9	SBI Securities Co., Ltd. unchanged	Shares	0	+$261	$1.3K
10	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$89	$443
11	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$35	$35
12	Farther Finance Advisors, LLC trimmed	Shares	-28	-$394	$18
13	Police & Firemen's Retirement System of New Jersey exited	Shares	-1.9K	-$26.2K	$0

Filing Research | BSET - BASSETT FURNITURE INDS INC Institutional Holdings