Snapshot holdings13 / 13 loaded
| # | ||
|---|---|---|
| 1 | Linden Thomas Advisory Services, LLC | $297.5K |
| 2 | HENNESSY ADVISORS INC | $150.1K |
| 3 | Police & Firemen's Retirement System of New Jersey | $49.1K |
| 4 | SIGNATUREFD, LLC | $37.4K |
| 5 | Oakworth Capital, Inc. | $20.6K |
| 6 | GAMMA Investing LLC | $9.5K |
| 7 | CoreCap Advisors, LLC | $8.9K |
| 8 | BFSG, LLC | $7.5K |
| 9 | Farther Finance Advisors, LLC | $4.9K |
| 10 | Versant Capital Management, Inc | $3.8K |
| 11 | EverSource Wealth Advisors, LLC | $3.6K |
| 12 | IFP Advisors, Inc | $87 |
| 13 | SBI Securities Co., Ltd. | $37 |
Manager changes2026-06-30 vs 2026-03-3114 / 14 loaded
| # | ||
|---|---|---|
| 1 | +$150.1K | |
| 2 | +$53.3K | |
| 3 | +$9.1K | |
| 4 | +$6.9K | |
| 5 | +$4.7K | |
| 6 | +$3.8K | |
| 7 | +$2.6K | |
| 8 | +$1.6K | |
| 9 | +$1.4K | |
| 10 | +$7 | |
| 11 | -$112 | |
| 12 | -$1.1K | |
| 13 | -$1.2K | |
| 14 | -$9.6K |