2025-07-24 |
NP |
FSKAX - Fidelity Total Market Index Fund
|
|
|
|
12,511 |
9.89 |
321 |
0.00 |
|
2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
18,226 |
12.04 |
496 |
14.32 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
8,165 |
7.12 |
222 |
9.90 |
|
2025-08-12 |
13F |
Legal & General Group Plc
|
|
|
|
563 |
17.05 |
15 |
25.00 |
|
2025-08-13 |
13F |
Northern Trust Corp
|
|
|
|
48,565 |
0.03 |
1,321 |
2.17 |
|
2025-08-26 |
NP |
Profunds - Profund Vp Ultrasmall-cap
|
|
|
|
22 |
4.76 |
1 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
1,120 |
67.16 |
30 |
76.47 |
|
2025-08-12 |
13F |
Nuveen, LLC
|
|
|
|
11,033 |
30.20 |
300 |
33.33 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
162 |
63.64 |
4 |
100.00 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
29,077 |
48.02 |
791 |
51.05 |
|
2025-08-19 |
13F |
State of Wyoming
|
|
|
|
1,316 |
|
36 |
|
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
0 |
|
0 |
|
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
2 |
|
0 |
|
|
2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
119,563 |
11.97 |
3,252 |
14.39 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
3 |
50.00 |
0 |
|
|
2025-08-08 |
13F |
Police & Firemen's Retirement System of New Jersey
|
|
|
|
1,298 |
|
35 |
|
|
2025-08-04 |
13F |
Partners in Financial Planning
|
|
|
|
16,011 |
9.81 |
435 |
12.11 |
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
8 |
14.29 |
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-06-26 |
NP |
DFFVX - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
23,152 |
10.12 |
597 |
-3.40 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
1,746 |
398.86 |
47 |
422.22 |
|
2025-08-29 |
NP |
DHS - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
2,702 |
2.08 |
73 |
4.29 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
49,392 |
4.31 |
1,343 |
6.59 |
|
2025-08-15 |
13F |
Great West Life Assurance Co /can/
|
|
|
|
473 |
20.05 |
0 |
|
|
2025-08-14 |
13F |
Fourthstone LLC
|
|
|
|
84,006 |
477.00 |
2,285 |
490.18 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
22,661 |
5.78 |
616 |
8.07 |
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
14 |
7.69 |
0 |
|
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
28,894 |
9.14 |
740 |
-0.54 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
7,493 |
|
224 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
1,935 |
9.01 |
53 |
10.64 |
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
654 |
2.51 |
17 |
-11.11 |
|
2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
35,533 |
1.14 |
910 |
-7.80 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
154,273 |
7.26 |
4,197 |
9.56 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
8,709 |
4.52 |
223 |
-4.70 |
|
2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
6,052 |
0.63 |
155 |
-8.28 |
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
456 |
22,700.00 |
12 |
|
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
7 |
|
0 |
|
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
195 |
14.04 |
0 |
|
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
5,668 |
0.48 |
154 |
2.67 |
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
92 |
|
3 |
|
|
2025-08-27 |
NP |
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
32 |
10.34 |
1 |
|
|
2025-08-06 |
13F |
First Horizon Advisors, Inc.
|
|
|
|
425 |
111.44 |
12 |
120.00 |
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
13,118 |
167.39 |
357 |
173.85 |
|
2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
5 |
66.67 |
0 |
|
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
4,291 |
95.31 |
110 |
78.69 |
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
1,300 |
31.85 |
34 |
17.86 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
1,310 |
45.56 |
36 |
52.17 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
7,675 |
13.74 |
210 |
16.67 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
10,372 |
79.60 |
0 |
|
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
3,499 |
5.61 |
90 |
-7.22 |
|
2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
24,070 |
4.79 |
655 |
7.04 |
|
2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
7,374 |
14.65 |
201 |
16.96 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
1,267 |
19.64 |
34 |
21.43 |
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
58,664 |
1.24 |
1,512 |
-11.27 |
|
2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
1,140 |
|
31 |
|
|
2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
10,285 |
28.88 |
265 |
13.25 |
|
2025-08-27 |
NP |
RYRRX - Russell 2000 Fund Class A
|
|
|
|
15 |
15.38 |
0 |
|
|
2025-08-14 |
13F |
State Street Corp
|
|
|
|
80,961 |
1.38 |
2,202 |
3.57 |
|
2025-08-29 |
NP |
EES - WisdomTree U.S. SmallCap Fund N/A
|
|
|
|
2,748 |
56.23 |
75 |
60.87 |
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
9,529 |
1.19 |
0 |
|
|
2025-08-27 |
NP |
RYMKX - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
9 |
12.50 |
0 |
|
|
2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
13,948 |
7.28 |
379 |
9.54 |
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
26,391 |
51.83 |
718 |
55.19 |
|
2025-06-26 |
NP |
DFSTX - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
22,457 |
8.14 |
579 |
-5.25 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
759 |
|
21 |
|
|
2025-08-08 |
13F |
Kingsview Wealth Management, LLC
|
|
|
|
9,145 |
4.55 |
249 |
6.90 |
|