Filing Research | CNOB - ConnectOne Bancorp Inc Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	138.0KSH	$4.6M
2	Burton Enright Welch	Shares	77.5KSH	$2.6M
3	SALZHAUER MICHAEL	Shares	66.7KSH	$2.2M
4	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	15.8KSH	$527.0K
5	CARY STREET PARTNERS FINANCIAL LLC	Shares	15.0KSH	$501.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	14.7KSH	$492.9K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.2KSH	$361.8K
8	Wealth Alliance Advisory Group, LLC	Shares	10.4KSH	$347.3K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.8KSH	$292.7K
10	SIGNATUREFD, LLC	Shares	7.5KSH	$250.1K
11	Platform Technology Partners	Shares	6.3KSH	$209.8K
12	Shulman DeMeo Asset Management LLC	Shares	6.2KSH	$207.8K
13	GAMMA Investing LLC	Shares	4.1KSH	$136.7K
14	Farther Finance Advisors, LLC	Shares	3.6KSH	$119.0K
15	Versant Capital Management, Inc	Shares	1.4KSH	$46.7K
16	WEBSTER BANK, N. A.	Shares	1.3KSH	$44.1K
17	EverSource Wealth Advisors, LLC	Shares	544SH	$18.2K
18	SALEM INVESTMENT COUNSELORS INC	Shares	323SH	$10.8K
19	PFS Partners, LLC	Shares	303SH	$10.1K
20	Owl Creek Wealth Partners LLC	Shares	275SH	$9.2K
21	IFP Advisors, Inc	Shares	213SH	$7.1K
22	MassMutual Private Wealth & Trust, FSB	Shares	174SH	$5.8K
23	JFS WEALTH ADVISORS, LLC	Shares	155SH	$5.2K
24	SBI Securities Co., Ltd.	Shares	124SH	$4.1K
25	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	38SH	$1.3K
26	Spire Wealth Management	Shares	27SH	$903
27	Wealth Enhancement Trust Services, Inc.	Shares	26SH	$869
28	Physician Wealth Advisors, Inc.	Shares	18SH	$602
29	SJS Investment Consulting Inc.	Shares	8SH	$268
30	True Wealth Design, LLC	Shares	8SH	$268
31	GHP Investment Advisors, Inc.	Shares	5SH	$168
32	State of Alaska, Department of Revenue	Shares	2.0KSH	$65
33	Capital Advisors, Ltd. LLC	Shares	21SH	$1

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

35 / 35 loaded

#		Instrument
1	HENNESSY ADVISORS INC trimmed	Shares	-7.0K	+$733.1K	$4.6M
2	Burton Enright Welch added	Shares	+79	+$519.1K	$2.6M
3	SALZHAUER MICHAEL trimmed	Shares	-750	+$424.7K	$2.2M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.2K	+$361.8K	$361.8K
5	Platform Technology Partners new	Shares	+6.3K	+$209.8K	$209.8K
6	Shulman DeMeo Asset Management LLC new	Shares	+6.2K	+$207.8K	$207.8K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$134.3K	$492.9K
8	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added	Shares	+530	+$119.3K	$527.0K
9	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$100.1K	$501.6K
10	Wealth Alliance Advisory Group, LLC unchanged	Shares	0	+$69.3K	$347.3K
11	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-87	+$56.1K	$292.7K
12	SIGNATUREFD, LLC trimmed	Shares	-201	+$44.5K	$250.1K
13	Farther Finance Advisors, LLC added	Shares	+52	+$24.6K	$119.0K
14	Versant Capital Management, Inc unchanged	Shares	0	+$9.3K	$46.7K
15	GAMMA Investing LLC trimmed	Shares	-680	+$9.1K	$136.7K
16	WEBSTER BANK, N. A. unchanged	Shares	0	+$8.8K	$44.1K
17	IFP Advisors, Inc added	Shares	+168	+$5.9K	$7.1K
18	EverSource Wealth Advisors, LLC trimmed	Shares	-52	+$2.2K	$18.2K
19	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$2.2K	$10.8K
20	PFS Partners, LLC unchanged	Shares	0	+$2.0K	$10.1K
21	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.8K	$9.2K
22	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.2K	$5.8K
23	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$1.0K	$5.2K
24	Spire Wealth Management new	Shares	+27	+$903	$903
25	Wealth Enhancement Trust Services, Inc. new	Shares	+26	+$869	$869
26	SBI Securities Co., Ltd. unchanged	Shares	0	+$828	$4.1K
27	SJS Investment Consulting Inc. new	Shares	+8	+$268	$268
28	CARY STREET PARTNERS INVESTMENT ADVISORY LLC unchanged	Shares	0	+$254	$1.3K
29	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$120	$602
30	GHP Investment Advisors, Inc. unchanged	Shares	0	+$34	$168
31	State of Alaska, Department of Revenue unchanged	Shares	0	+$13	$65
32	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
33	Palouse Capital Management, Inc. exited	Shares	-1	-$13	$0
34	True Wealth Design, LLC trimmed	Shares	-17	-$402	$268
35	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-268	-$7.2K	$0