| 2025-09-05 |
13F-HR |
GIS
/ General Mills
|
Abn Amro Investment Solutions
|
53,152 |
51,617 |
-2.89 |
| 2025-09-05 |
13F-HR |
GIS
/ General Mills
|
Abn Amro Investment Solutions
|
51,617 |
56,301 |
9.07 |
| 2025-09-05 |
13F-HR |
GIS
/ General Mills
|
Abn Amro Investment Solutions
|
|
53,152 |
|
| 2025-09-05 |
13F-HR |
GIS
/ General Mills
|
Abn Amro Investment Solutions
|
54,494 |
54,258 |
-0.43 |
| 2025-09-05 |
13F-HR |
GIS
/ General Mills
|
Abn Amro Investment Solutions
|
56,301 |
54,494 |
-3.21 |
| 2025-09-04 |
13F-HR |
GIS
/ General Mills
|
Abn Amro Investment Solutions
|
77,224 |
72,283 |
-6.40 |
| 2025-09-04 |
13F-HR |
GIS
/ General Mills
|
Abn Amro Investment Solutions
|
54,258 |
77,224 |
42.33 |
| 2025-09-04 |
13F-HR/A |
INGR
/ Ingredion
|
Advisor Group Holdings, Inc.
|
6,918 |
40,442 |
484.59 |
| 2025-09-04 |
13F-HR |
GIS
/ General Mills
|
Reynders McVeigh Capital Management, LLC
|
11,051 |
9,975 |
-9.74 |
| 2025-09-04 |
13F-HR |
GIS
/ General Mills
|
SevenBridge Financial Group, LLC
|
6,160 |
5,418 |
-12.05 |
| 2025-09-04 |
13F-HR/A |
GIS
/ General Mills
|
Advisor Group Holdings, Inc.
|
166,374 |
242,600 |
45.82 |
| 2025-09-04 |
13F-HR/A |
POST
/ Post Holdings
|
Advisor Group Holdings, Inc.
|
11,836 |
21,227 |
79.34 |
| 2025-09-04 |
13F-HR |
GIS
/ General Mills
|
Abn Amro Investment Solutions
|
72,283 |
59,808 |
-17.26 |
| 2025-09-04 |
13F-HR/A |
KLG
/ WK Kellogg
|
Advisor Group Holdings, Inc.
|
24,328 |
32,552 |
33.80 |
| 2025-09-04 |
13F-HR/A |
AFRI
/ Forafric Global
|
Advisor Group Holdings, Inc.
|
0 |
35 |
|
| 2025-09-04 |
13F-HR |
K
/ Kellanova
|
Abn Amro Investment Solutions
|
3,265 |
3,100 |
-5.05 |
| 2025-09-04 |
13F-HR |
K
/ Kellanova
|
Abn Amro Investment Solutions
|
|
3,265 |
|
| 2025-09-04 |
13F-HR/A |
K
/ Kellanova
|
Advisor Group Holdings, Inc.
|
44,372 |
47,664 |
7.42 |
| 2025-09-04 |
13F-HR/A |
FRPT
/ Freshpet
|
Advisor Group Holdings, Inc.
|
3,666 |
5,318 |
45.06 |
| 2025-09-02 |
13F-HR |
FRPT
/ Freshpet
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
5,000 |
|
| 2025-09-02 |
13F-HR/A |
GIS
/ General Mills
|
Harwood Advisory Group, LLC
|
2,372 |
1,611 |
-32.08 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
2,100 |
2,100 |
0.00 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
Gabelli Dividend & Income Trust
|
42,000 |
41,500 |
-1.19 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
950,000 |
950,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
1,632 |
1,656 |
1.47 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
5,262 |
5,136 |
-2.39 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
John Hancock Hedged Equity & Income Fund
|
1,566 |
6,662 |
325.42 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
962 |
866 |
-9.98 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
42 |
123 |
192.86 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
21,849 |
23,404 |
7.12 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
52,904 |
53,398 |
0.93 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
10,729 |
10,378 |
-3.27 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
58,277 |
97,978 |
68.12 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
ECML - EA Series Trust - Euclidean Fundamental Value ETF
|
22,848 |
21,176 |
-7.32 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
64,500 |
64,500 |
0.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
8,325 |
8,342 |
0.20 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
13,182 |
13,360 |
1.35 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
37,975 |
33,500 |
-11.78 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
2,045 |
2,045 |
0.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
2,611 |
0 |
-100.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
8,511 |
8,511 |
0.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
115,724 |
115,724 |
0.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
STRV - EA Series Trust - Strive 500 ETF
|
9,050 |
9,638 |
6.50 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
3,583 |
4,520 |
26.15 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
1,039 |
1,063 |
2.31 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
10,482 |
10,500 |
0.17 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
40,223 |
38,665 |
-3.87 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
4,366 |
4,327 |
-0.89 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
1,318 |
1,528 |
15.93 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
134,895 |
135,770 |
0.65 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
160 |
160 |
0.00 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
909 |
990 |
8.91 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
340,000 |
330,000 |
-2.94 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
1,000 |
1,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
9,620 |
10,071 |
4.69 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
14,951 |
17,512 |
17.13 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
Gabelli Healthcare & Wellnessrx Trust
|
5,000 |
5,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
7,503 |
8,763 |
16.79 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
310 |
250 |
-19.35 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
16,055 |
17,071 |
6.33 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
295 |
311 |
5.42 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
3,754 |
3,754 |
0.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
8,972 |
9,137 |
1.84 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
29,230 |
29,230 |
0.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
Gabelli Dividend & Income Trust
|
135,000 |
135,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
90,273 |
106,333 |
17.79 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
24,839 |
24,279 |
-2.25 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
52,465 |
27,741 |
-47.12 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
12,000 |
12,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
8 |
8 |
0.00 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
1,363 |
1,528 |
12.11 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A
|
29,242 |
22,880 |
-21.76 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
Gabelli Equity Trust Inc
|
38,500 |
37,000 |
-3.90 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares
|
334,330 |
350,030 |
4.70 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
4,022 |
2,899 |
-27.92 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
7,435 |
7,369 |
-0.89 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
37,589 |
37,265 |
-0.86 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
64,484 |
63,787 |
-1.08 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
7,504 |
7,810 |
4.08 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
18,124 |
18,384 |
1.43 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
1,136 |
1,136 |
0.00 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
30,583 |
51,428 |
68.16 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
1,050 |
1,050 |
0.00 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
Gabelli Equity Trust Inc
|
3,200 |
3,200 |
0.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
4,352 |
5,204 |
19.58 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
935 |
929 |
-0.64 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
152,180 |
156,695 |
2.97 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
904 |
825 |
-8.74 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
17,050 |
4,620 |
-72.90 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
25,801 |
25,153 |
-2.51 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
2,422,148 |
3,116,638 |
28.67 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
20,343 |
24,885 |
22.33 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
Gabelli Healthcare & Wellnessrx Trust
|
40,000 |
40,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
12,177 |
13,518 |
11.01 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
235,854 |
368,840 |
56.38 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
2,313 |
2,313 |
0.00 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
973 |
973 |
0.00 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
Gabelli Global Small & Mid Cap Value Trust
|
4,000 |
4,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
117,354 |
121,056 |
3.15 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
18,300 |
17,652 |
-3.54 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
38,095 |
38,095 |
0.00 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
4,776 |
4,776 |
0.00 |
| 2025-08-29 |
NPORT-P |
POST
/ Post Holdings
|
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A
|
360,697 |
332,322 |
-7.87 |
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
4,736 |
5,150 |
8.74 |
| 2025-08-29 |
13F-HR |
GIS
/ General Mills
|
Total Investment Management Inc
|
|
28 |
|
| 2025-08-29 |
NPORT-P |
GIS
/ General Mills
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
2,351 |
2,221 |
-5.53 |
| 2025-08-29 |
NPORT-P |
INGR
/ Ingredion
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
16,727 |
16,142 |
-3.50 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
5,521 |
5,427 |
-1.70 |
| 2025-08-29 |
NPORT-P |
049770
/ Dongwon F&B Co.
|
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund
|
640 |
640 |
0.00 |
| 2025-08-29 |
NPORT-P |
FRPT
/ Freshpet
|
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund
|
2,650 |
2,900 |
9.43 |
| 2025-08-29 |
13F-HR |
FRPT
/ Freshpet
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
5,000 |
5,300 |
6.00 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
18,342 |
11,516 |
-37.22 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
1,384 |
1,453 |
4.99 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
24 |
74 |
208.33 |
| 2025-08-29 |
NPORT-P |
6AA0
/ AAK AB
|
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A
|
3,573 |
5,562 |
55.67 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
1,783 |
1,783 |
0.00 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
896 |
844 |
-5.80 |
| 2025-08-29 |
NPORT-P |
FRPT
/ Freshpet
|
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
4,054 |
42,788 |
955.45 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
19,481 |
18,985 |
-2.55 |
| 2025-08-29 |
13F-HR |
FRPT
/ Freshpet
|
Centaurus Financial, Inc.
|
3,961 |
5,868 |
48.14 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A
|
171,586 |
168,071 |
-2.05 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
Gabelli Healthcare & Wellnessrx Trust
|
30,000 |
30,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
049770
/ Dongwon F&B Co.
|
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A
|
13,398 |
12,390 |
-7.52 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
6,671 |
5,835 |
-12.53 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
9,641 |
9,557 |
-0.87 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
3,932 |
4,157 |
5.72 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A
|
297,050 |
386,943 |
30.26 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
5,000 |
5,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
12,810 |
12,810 |
0.00 |
| 2025-08-29 |
13F-HR |
K
/ Kellanova
|
Evolution Wealth Management Inc.
|
|
43 |
|
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
Gabelli Dividend & Income Trust
|
10,000 |
10,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
194 |
194 |
0.00 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
56,045 |
56,045 |
0.00 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
3,864 |
3,935 |
1.84 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
691 |
700 |
1.30 |
| 2025-08-29 |
NPORT-P |
FRPT
/ Freshpet
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
3,205 |
3,166 |
-1.22 |
| 2025-08-29 |
13F-HR |
K
/ Kellanova
|
Total Investment Management Inc
|
|
12 |
|
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
450 |
478 |
6.22 |
| 2025-08-29 |
NPORT-P |
6AA0
/ AAK AB
|
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A
|
4,401 |
4,401 |
0.00 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
STRV - EA Series Trust - Strive 500 ETF
|
4,353 |
4,647 |
6.75 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A
|
5,000 |
5,500 |
10.00 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
51,816 |
51,297 |
-1.00 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
9,314 |
9,235 |
-0.85 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
1,125 |
|
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
|
927 |
1,020 |
10.03 |
| 2025-08-29 |
NPORT-P |
FRPT
/ Freshpet
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
870 |
870 |
0.00 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
24,156 |
24,156 |
0.00 |
| 2025-08-29 |
NPORT-P |
FRPT
/ Freshpet
|
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
|
|
532 |
|
| 2025-08-29 |
NPORT-P |
FRPT
/ Freshpet
|
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z
|
9,100 |
9,500 |
4.40 |
| 2025-08-29 |
NPORT-P |
FRPT
/ Freshpet
|
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV
|
9,541 |
9,832 |
3.05 |
| 2025-08-29 |
NPORT-P |
FRPT
/ Freshpet
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
218 |
230 |
5.50 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
11,036 |
11,637 |
5.45 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
6,917 |
7,017 |
1.45 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
625 |
625 |
0.00 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
48,019 |
48,979 |
2.00 |
| 2025-08-29 |
NPORT-P |
6AA0
/ AAK AB
|
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A
|
4,440 |
4,331 |
-2.45 |
| 2025-08-29 |
13F-HR |
FRPT
/ Freshpet
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
7,000 |
7,800 |
11.43 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A
|
252,304 |
245,433 |
-2.72 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
7,452 |
7,452 |
0.00 |
| 2025-08-29 |
NPORT-P |
FRPT
/ Freshpet
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
780 |
813 |
4.23 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
351,208 |
359,613 |
2.39 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
8,400 |
8,400 |
0.00 |
| 2025-08-29 |
13F-HR |
KLG
/ WK Kellogg
|
Evolution Wealth Management Inc.
|
|
10 |
|
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
15,000 |
15,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
1,165 |
1,243 |
6.70 |
| 2025-08-29 |
NPORT-P |
KLG
/ WK Kellogg
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
12,567 |
11,922 |
-5.13 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
200 |
500 |
150.00 |
| 2025-08-29 |
13F-HR |
FRPT
/ Freshpet
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
5,300 |
7,000 |
32.08 |
| 2025-08-29 |
NPORT-P |
6AA0
/ AAK AB
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
6,890 |
7,031 |
2.05 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
19,031 |
18,866 |
-0.87 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
71,540 |
72,261 |
1.01 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
24,115 |
24,115 |
0.00 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
Gdl Fund
|
62,000 |
62,000 |
0.00 |
| 2025-08-29 |
NPORT-P |
K
/ Kellanova
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
2,765 |
2,699 |
-2.39 |
| 2025-08-28 |
NPORT-P |
K
/ Kellanova
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
5,911 |
0 |
-100.00 |
| 2025-08-28 |
NPORT-P |
K
/ Kellanova
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
18,921 |
19,074 |
0.81 |
| 2025-08-28 |
NPORT-P |
K
/ Kellanova
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
8,010 |
8,244 |
2.92 |
| 2025-08-28 |
NPORT-P |
FRPT
/ Freshpet
|
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
23,200 |
23,700 |
2.16 |
| 2025-08-28 |
NPORT-P |
FRPT
/ Freshpet
|
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
|
775 |
1,145 |
47.74 |
| 2025-08-28 |
NPORT-P |
FRPT
/ Freshpet
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
2,535 |
3,919 |
54.60 |
| 2025-08-28 |
NPORT-P |
FRPT
/ Freshpet
|
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares
|
0 |
15,191 |
|
| 2025-08-28 |
NPORT-P |
FRPT
/ Freshpet
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
57,083 |
58,619 |
2.69 |
| 2025-08-28 |
NPORT-P |
049770
/ Dongwon F&B Co.
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
105,436 |
108,572 |
2.97 |
| 2025-08-28 |
NPORT-P |
049770
/ Dongwon F&B Co.
|
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF
|
2,145 |
2,145 |
0.00 |
| 2025-08-28 |
NPORT-P |
FRPT
/ Freshpet
|
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF
|
442,299 |
429,538 |
-2.89 |
| 2025-08-28 |
NPORT-P |
FRPT
/ Freshpet
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
6,858 |
412 |
-93.99 |
| 2025-08-28 |
NPORT-P |
K
/ Kellanova
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
5,820 |
6,060 |
4.12 |
| 2025-08-28 |
NPORT-P |
FRPT
/ Freshpet
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
900 |
900 |
0.00 |
| 2025-08-28 |
NPORT-P |
KLG
/ WK Kellogg
|
Humankind Benefit Corp - Humankind US Stock ETF
|
3,462 |
5,933 |
71.37 |
| 2025-08-28 |
NPORT-P |
KLG
/ WK Kellogg
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
1,570 |
1,350 |
-14.01 |
| 2025-08-28 |
NPORT-P |
KLG
/ WK Kellogg
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
1,606 |
2,144 |
33.50 |
| 2025-08-28 |
NPORT-P |
KLG
/ WK Kellogg
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
1,416 |
1,699 |
19.99 |