Snapshot holdings23 / 23 loaded
| # | ||
|---|---|---|
| 1 | HENNESSY ADVISORS INC | $3.8M |
| 2 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.8M |
| 3 | Y-Intercept (Hong Kong) Ltd | $1.2M |
| 4 | LYNCH & ASSOCIATES/IN | $1.1M |
| 5 | WEDGE CAPITAL MANAGEMENT L L P/NC | $913.2K |
| 6 | NORTHEAST INVESTMENT MANAGEMENT | $528.3K |
| 7 | ROCKLAND TRUST CO | $337.4K |
| 8 | FLYWHEEL PRIVATE WEALTH LLC | $316.9K |
| 9 | Police & Firemen's Retirement System of New Jersey | $266.7K |
| 10 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $264.1K |
| 11 | Farther Finance Advisors, LLC | $253.7K |
| 12 | Gray Private Wealth, LLC | $223.7K |
| 13 | GREAT OAK CAPITAL PARTNERS, LLC | $223.6K |
| 14 | Sequoia Financial Advisors, LLC | $223.6K |
| 15 | BARRETT & COMPANY, INC. | $211.3K |
| 16 | EverSource Wealth Advisors, LLC | $28.5K |
| 17 | GAMMA Investing LLC | $9.4K |
| 18 | SIGNATUREFD, LLC | $9.0K |
| 19 | EASTERN BANK | $6.1K |
| 20 | IFP Advisors, Inc | $3.9K |
| 21 | Physician Wealth Advisors, Inc. | $360 |
| 22 | True Wealth Design, LLC | $43 |
| 23 | State of Alaska, Department of Revenue | $34 |
Manager changes2026-06-30 vs 2026-03-3126 / 26 loaded
| # | ||
|---|---|---|
| 1 | +$1.2M | |
| 2 | +$223.6K | |
| 3 | +$48.5K | |
| 4 | +$45.7K | |
| 5 | +$20.7K | |
| 6 | +$8.8K | |
| 7 | +$8.0K | |
| 8 | +$1.5K | |
| 9 | +$958 | |
| 10 | +$900 | |
| 11 | +$775 | |
| 12 | +$635 | |
| 13 | +$600 | |
| 14 | +$360 | |
| 15 | +$285 | |
| 16 | +$17 | |
| 17 | $0 | |
| 18 | $0 | |
| 19 | -$21 | |
| 20 | -$316 | |
| 21 | -$1.7K | |
| 22 | -$2.3K | |
| 23 | -$12.4K | |
| 24 | -$31.5K | |
| 25 | -$60.2K | |
| 26 | -$278.0K |