2025-08-27 |
NP |
VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
293,650 |
1.71 |
27,885 |
18.55 |
|
2025-07-16 |
13F |
Plancorp, LLC
|
|
|
|
2,253 |
|
214 |
|
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
828 |
0.49 |
79 |
16.42 |
|
2025-08-14 |
13F |
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
748,343 |
0.96 |
71,063 |
17.68 |
|
2025-08-19 |
13F |
State of Wyoming
|
|
|
|
693 |
|
66 |
|
|
2025-08-28 |
NP |
MODL - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
358 |
64.22 |
34 |
94.12 |
|
2025-07-30 |
13F |
Whittier Trust Co
|
|
|
|
120 |
20.00 |
11 |
37.50 |
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
179,867 |
4.45 |
17,080 |
21.75 |
|
2025-06-26 |
NP |
IMCG - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
10,170 |
1.65 |
819 |
-6.93 |
|
2025-08-07 |
13F |
Los Angeles Capital Management Llc
|
|
|
|
8,355 |
|
793 |
|
|
2025-08-14 |
13F |
Evergreen Capital Management Llc
|
|
|
|
4,030 |
19.66 |
383 |
39.42 |
|
2025-08-12 |
13F |
CIBC Private Wealth Group, LLC
|
|
|
|
1,072 |
4.38 |
102 |
38.36 |
|
2025-06-26 |
NP |
IMCB - iShares Morningstar Mid-Cap ETF
|
|
|
|
2,069 |
1.57 |
167 |
-7.26 |
|
2025-08-14 |
13F |
Glenmede Investment Management, LP
|
|
|
|
399 |
|
38 |
|
|
2025-07-15 |
13F |
Fortitude Family Office, LLC
|
|
|
|
6 |
|
1 |
|
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
752 |
30.78 |
72 |
54.35 |
|
2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
94,148 |
52.27 |
8,940 |
77.49 |
|
2025-07-11 |
13F |
Cooper Investors Pty Ltd
|
|
|
|
51,971 |
14.02 |
4,935 |
32.91 |
|
2025-07-29 |
13F |
Activest Wealth Management
|
|
|
|
25 |
13.64 |
2 |
100.00 |
|
2025-04-22 |
NP |
GINN - Goldman Sachs Innovate Equity ETF
|
|
|
|
5,052 |
13.20 |
450 |
24.65 |
|
2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
227 |
14.65 |
22 |
31.25 |
|
2025-08-07 |
13F |
S&co Inc
|
|
|
|
67,947 |
0.58 |
6 |
20.00 |
|
2025-08-13 |
13F |
Hsbc Holdings Plc
|
|
|
|
5,620 |
1.04 |
535 |
18.63 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
52,955 |
|
5,029 |
|
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
2,671 |
213.13 |
254 |
266.67 |
|
2025-08-05 |
13F |
Key FInancial Inc
|
|
|
|
1 |
|
0 |
|
|
2025-07-21 |
13F |
Qrg Capital Management, Inc.
|
|
|
|
3,056 |
6.15 |
290 |
23.93 |
|
2025-08-11 |
13F |
HHM Wealth Advisors, LLC
|
|
|
|
2 |
|
0 |
|
|
2025-08-14 |
13F |
Voloridge Investment Management, Llc
|
|
|
|
9,078 |
|
862 |
|
|
2025-08-04 |
13F |
Pinnacle Associates Ltd
|
|
|
|
116,985 |
0.46 |
11,109 |
17.09 |
|
2025-06-26 |
NP |
GLOF - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
772 |
12.21 |
62 |
3.33 |
|
2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
3,845 |
33.65 |
365 |
55.98 |
|
2025-06-26 |
NP |
FIOOX - Fidelity Series Large Cap Value Index Fund
|
|
|
|
5,050 |
2.14 |
407 |
-6.67 |
|
2025-08-12 |
13F |
Highbridge Capital Management Llc
|
|
|
|
365,000 |
27.81 |
34,660 |
48.97 |
|
2025-07-24 |
NP |
ONEQ - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
9,209 |
287.91 |
811 |
284.36 |
|
2025-08-15 |
13F |
CI Private Wealth, LLC
|
|
|
|
6,157 |
0.56 |
585 |
17.23 |
|
2025-08-22 |
NP |
CVLC - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
2,827 |
13.67 |
268 |
32.67 |
|
2025-07-15 |
13F |
Td Private Client Wealth Llc
|
|
|
|
23 |
|
2 |
|
|
2025-07-23 |
13F |
Sachetta, LLC
|
|
|
|
59 |
156.52 |
6 |
400.00 |
|
2025-07-31 |
13F |
Quest Partners LLC
|
|
|
|
13,399 |
380.42 |
1,272 |
460.35 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
84,809 |
5.20 |
8,053 |
22.63 |
|
2025-08-14 |
13F |
Ubs Asset Management Americas Inc
|
|
|
|
20,368 |
98.36 |
1,934 |
131.34 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Put
|
|
0 |
|
0 |
|
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
59 |
28.26 |
6 |
66.67 |
|
2025-08-14 |
13F |
Integrated Wealth Concepts LLC
|
|
|
|
7,096 |
19.64 |
674 |
39.34 |
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
417,306 |
4.61 |
39,627 |
21.93 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
1,026 |
18.89 |
97 |
38.57 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-07-28 |
NP |
VMSGX - Mid Cap Strategic Growth Fund
|
|
|
|
13,607 |
9.84 |
1,199 |
8.61 |
|
2025-08-07 |
13F |
Meeder Asset Management Inc
|
|
|
|
76 |
|
7 |
|
|
2025-08-13 |
13F |
Victory Capital Management Inc
|
|
|
|
6,017 |
1.31 |
571 |
18.22 |
|
2025-08-14 |
13F |
Qube Research & Technologies Ltd
|
|
|
|
159,138 |
2.88 |
15,112 |
19.92 |
|
2025-08-13 |
13F |
Quantbot Technologies LP
|
|
|
|
7,578 |
215.22 |
720 |
268.72 |
|
2025-08-12 |
13F |
Choate Investment Advisors
|
|
|
|
206 |
|
20 |
|
|
2025-08-08 |
13F |
Police & Firemen's Retirement System of New Jersey
|
|
|
|
3,708 |
4.51 |
352 |
21.80 |
|
2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
819,217 |
1.46 |
77,793 |
18.26 |
|
2025-08-27 |
NP |
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I)
|
|
|
|
3,710 |
7.38 |
352 |
25.27 |
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
195 |
30.00 |
19 |
50.00 |
|
2025-08-26 |
NP |
IWB - iShares Russell 1000 ETF
|
|
|
|
18,069 |
18.91 |
1,716 |
38.53 |
|
2025-08-13 |
13F |
West Family Investments, Inc.
|
|
|
|
2,762 |
|
262 |
|
|
2025-08-13 |
13F |
Capula Management Ltd
|
|
|
|
28,284 |
81.16 |
2,686 |
111.25 |
|
2025-08-08 |
13F |
Principal Financial Group Inc
|
|
|
|
887,016 |
0.67 |
84,234 |
17.34 |
|
2025-08-14 |
13F |
Aqr Capital Management Llc
|
|
|
|
6,421 |
34.81 |
610 |
56.96 |
|
2025-08-22 |
NP |
CVMC - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
2,160 |
6.04 |
205 |
24.24 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
10,650 |
21.83 |
1,011 |
41.99 |
|
2025-07-29 |
NP |
VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
2,953 |
|
260 |
|
|
2025-08-14 |
13F |
Quantinno Capital Management LP
|
|
|
|
21,682 |
76.94 |
2,059 |
106.21 |
|
2025-08-27 |
NP |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
109 |
7.92 |
10 |
25.00 |
|
2025-04-01 |
NP |
PRF - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
2,798 |
32.29 |
246 |
56.69 |
|
2025-08-29 |
NP |
VOTE - Engine No. 1 Transform 500 ETF
|
|
|
|
356 |
6.59 |
32 |
23.08 |
|
2025-08-14 |
13F |
Balyasny Asset Management Llc
|
|
|
|
37,178 |
|
3,530 |
|
|
2025-07-22 |
13F |
Bay Harbor Wealth Management, LLC
|
|
|
|
2 |
100.00 |
0 |
|
|
2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
10,992 |
|
1 |
|
|
2025-06-23 |
NP |
IYY - iShares Dow Jones U.S. ETF
|
|
|
|
979 |
1.87 |
79 |
-7.14 |
|
2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
311,433 |
6.70 |
29,574 |
24.37 |
|
2025-08-28 |
NP |
ITOT - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
28,142 |
2.81 |
2,672 |
19.82 |
|
2025-08-14 |
13F |
Verition Fund Management LLC
|
|
|
|
27,098 |
43.83 |
2,573 |
67.73 |
|
2025-07-22 |
13F |
HFM Investment Advisors, LLC
|
|
|
|
2 |
100.00 |
0 |
|
|
2025-05-12 |
13F |
Sandy Spring Bank
|
|
|
|
6 |
|
0 |
|
|
2025-07-16 |
13F |
Signaturefd, Llc
|
|
|
|
2,750 |
11.38 |
261 |
29.85 |
|
2025-06-26 |
NP |
FSPGX - Fidelity Large Cap Growth Index Fund
|
|
|
|
10,462 |
3.99 |
843 |
-4.86 |
|
2025-08-12 |
13F |
Virtu Financial LLC
|
|
|
|
16,152 |
10.46 |
2 |
0.00 |
|
2025-07-24 |
13F |
Trust Co Of Toledo Na /oh/
|
|
|
|
8 |
|
1 |
|
|
2025-08-06 |
13F |
Rialto Wealth Management, LLC
|
|
|
|
1 |
|
0 |
|
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
129,353 |
142.45 |
12,283 |
182.63 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
3,375 |
339.45 |
320 |
416.13 |
|
2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
59,719 |
219.49 |
5,671 |
272.54 |
|
2025-07-29 |
NP |
VRGWX - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
10,651 |
6.77 |
939 |
5.51 |
|
2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
1,332 |
8.03 |
126 |
22.33 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
146 |
2,820.00 |
14 |
|
|
2025-08-04 |
13F |
Assetmark, Inc
|
|
|
|
391 |
196.21 |
37 |
270.00 |
|
2025-08-07 |
13F |
Vise Technologies, Inc.
|
|
|
|
8,507 |
17.13 |
808 |
32.30 |
|
2025-08-14 |
13F |
Sculptor Capital LP
|
|
|
|
750,000 |
1.73 |
71,220 |
18.58 |
|
2025-08-19 |
13F |
Asset Dedication, LLC
|
|
|
|
4 |
|
0 |
|
|
2025-08-13 |
13F |
Twin Peaks Wealth Advisors, LLC
|
|
|
|
8 |
|
1 |
|
|
2025-07-22 |
NP |
GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
109 |
6.86 |
10 |
0.00 |
|
2025-07-28 |
NP |
AVLC - Avantis U.S. Large Cap Equity ETF
|
|
|
|
257 |
151.96 |
23 |
144.44 |
|
2025-08-08 |
13F |
Atlantic Trust, LLC
|
|
|
|
35 |
|
3 |
|
|
2025-07-22 |
NP |
GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
800 |
0.25 |
70 |
-1.41 |
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
97 |
1.04 |
8 |
-12.50 |
|
2025-08-11 |
13F |
Nomura Asset Management Co Ltd
|
|
|
|
0 |
|
0 |
|
|
2025-08-19 |
NP |
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
1,374 |
57.93 |
130 |
85.71 |
|
2025-08-14 |
13F |
D. E. Shaw & Co., Inc.
|
|
|
|
40,020 |
14.90 |
3,800 |
33.94 |
|
2025-07-29 |
NP |
SMXAX - SIIT Extended Market Index Fund - Class A
|
|
|
|
3,908 |
25.74 |
344 |
24.64 |
|
2025-08-14 |
13F |
Occudo Quantitative Strategies Lp
|
|
|
|
14,773 |
|
1,403 |
|
|
2025-08-14 |
13F |
Daiwa Securities Group Inc.
|
|
|
|
2,642 |
54.23 |
0 |
|
|
2025-07-10 |
13F |
Longboard Asset Management, LP
|
|
|
|
2,867 |
|
272 |
|
|
2025-08-14 |
13F |
Bamco Inc /ny/
|
|
|
|
333,317 |
10.12 |
31,652 |
28.35 |
|
2025-06-24 |
NP |
BBUS - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
1,934 |
4.26 |
156 |
-4.91 |
|
2025-08-13 |
13F |
Norges Bank
|
|
|
|
1,011,778 |
|
96,078 |
|
|
2025-08-14 |
13F |
Cantor Fitzgerald, L. P.
|
|
|
|
10,813 |
|
1,027 |
|
|
2025-08-28 |
NP |
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
495 |
65.00 |
47 |
95.83 |
|
2025-06-26 |
NP |
ETTOX - E*TRADE No Fee Total Market Index Fund
|
|
|
|
5 |
|
0 |
|
|
2025-07-08 |
13F |
Parallel Advisors, LLC
|
|
|
|
1,152 |
40.32 |
109 |
65.15 |
|
2025-08-07 |
13F/A |
Credit Industriel Et Commercial
|
|
|
|
34,289 |
|
3,256 |
|
|
2025-08-04 |
13F |
Simon Quick Advisors, Llc
|
|
|
|
2,809 |
12.05 |
267 |
30.39 |
|
2025-08-12 |
13F |
Deutsche Bank Ag\
|
|
|
|
37,810 |
0.83 |
3,590 |
17.51 |
|
2025-08-13 |
13F |
State Board Of Administration Of Florida Retirement System
|
|
|
|
35,932 |
0.31 |
3,412 |
16.93 |
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
53,429 |
247.17 |
5,074 |
304.87 |
|
2025-08-14 |
13F |
Schonfeld Strategic Advisors LLC
|
|
|
|
2,249 |
|
214 |
|
|
2025-07-29 |
NP |
VRVIX - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
8,104 |
11.12 |
714 |
10.02 |
|
2025-08-05 |
13F |
Bank Of Montreal /can/
|
|
|
|
1,275 |
1.27 |
121 |
18.63 |
|
2025-07-25 |
13F |
Board of the Pension Protection Fund
|
|
|
|
16,200 |
72.34 |
1,538 |
101.05 |
|
2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
1,114,521 |
4.45 |
105,835 |
21.75 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
961 |
9.08 |
91 |
28.17 |
|
2025-08-11 |
13F |
Frank, Rimerman Advisors LLC
|
|
|
|
3,631 |
|
345 |
|
|
2025-08-22 |
NP |
FMDGX - Fidelity Mid Cap Growth Index Fund
|
|
|
|
6,739 |
15.47 |
640 |
34.53 |
|
2025-08-14 |
13F |
California State Teachers Retirement System
|
|
|
|
1,431 |
18.26 |
136 |
37.76 |
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
2,176 |
|
0 |
|
|
2025-08-22 |
NP |
FIMVX - Fidelity Mid Cap Value Index Fund
|
|
|
|
2,377 |
5.32 |
226 |
22.95 |
|
2025-07-28 |
NP |
VCULX - Growth Fund
|
|
|
|
145 |
|
13 |
|
|
2025-08-13 |
13F |
Amundi
|
|
|
|
14,450 |
29.18 |
1,336 |
53.10 |
|
2025-08-27 |
NP |
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
114 |
90.00 |
11 |
150.00 |
|
2025-07-28 |
NP |
VCGAX - Growth & Income Fund
|
|
|
|
1,460 |
31.77 |
129 |
70.67 |
|
2025-07-25 |
13F |
Hemington Wealth Management
|
|
|
|
116 |
3.57 |
0 |
|
|
2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
34,441 |
152.76 |
3,271 |
194.59 |
|
2025-08-12 |
13F |
O'shaughnessy Asset Management, Llc
|
|
|
|
1,934 |
102.73 |
184 |
137.66 |
|
2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
6,255 |
0.03 |
594 |
16.50 |
|
2025-08-12 |
13F |
Landscape Capital Management, L.l.c.
|
|
|
|
69,300 |
37.49 |
6,581 |
60.25 |
|
2025-08-27 |
NP |
NAESX - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
554,553 |
2.87 |
52,660 |
19.91 |
|
2025-07-29 |
NP |
VFTNX - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
12,703 |
2.66 |
1,119 |
1.54 |
|
2025-07-28 |
NP |
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
|
|
|
|
104 |
2.97 |
9 |
0.00 |
|
2025-08-11 |
13F |
Addison Capital Co
|
|
|
|
2,193 |
|
208 |
|
|
2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
18,900 |
2.87 |
2 |
0.00 |
|
2025-08-12 |
13F |
Franklin Resources Inc
|
|
|
|
1,082 |
32.11 |
103 |
54.55 |
|
2025-08-13 |
13F |
Invesco Ltd.
|
|
|
|
23,630 |
2.38 |
2,244 |
19.31 |
|
2025-08-13 |
13F |
Gamco Investors, Inc. Et Al
|
|
|
|
118,397 |
6.93 |
11,243 |
24.63 |
|
2025-05-15 |
13F |
Glenmede Trust Co Na
|
|
|
|
412 |
0.24 |
34 |
-2.94 |
|
2025-07-24 |
13F |
Blair William & Co/il
|
|
|
|
184 |
4.55 |
17 |
21.43 |
|
2025-08-12 |
13F |
Steward Partners Investment Advisory, Llc
|
|
|
|
403 |
12.57 |
38 |
31.03 |
|
2025-07-24 |
13F |
Callan Family Office, LLC
|
|
|
|
4,546 |
|
432 |
|
|
2025-08-01 |
13F |
Rossby Financial, LCC
|
|
|
|
2 |
|
0 |
|
|
2025-08-07 |
13F |
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
4,230 |
|
402 |
|
|
2025-08-11 |
13F |
Cladis Investment Advisory, LLC
|
|
|
|
2,125 |
|
202 |
|
|
2025-07-29 |
NP |
VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
3,432 |
7.45 |
302 |
6.34 |
|
2025-08-14 |
13F |
Engineers Gate Manager LP
|
|
|
|
7,408 |
|
703 |
|
|
2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
821 |
76.18 |
78 |
108.11 |
|
2025-08-13 |
13F |
Paradice Investment Management LLC
|
|
|
|
2,156 |
|
205 |
|
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
85,657 |
3.84 |
8,134 |
21.03 |
|
2025-08-14 |
13F |
Janus Henderson Group Plc
|
|
|
|
967,291 |
0.52 |
91,854 |
18.80 |
|
2025-08-12 |
13F |
Legal & General Group Plc
|
|
|
|
49,784 |
3.22 |
4,727 |
20.31 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
10,563 |
138.28 |
1,003 |
177.84 |
|
2025-07-30 |
NP |
HLAL - Wahed FTSE USA Shariah ETF
|
|
|
|
617 |
22.42 |
54 |
22.73 |
|
2025-07-30 |
13F |
Ethic Inc.
|
|
|
|
4,461 |
|
426 |
|
|
2025-08-12 |
13F |
Manchester Capital Management LLC
|
|
|
|
5,200 |
0.06 |
494 |
16.55 |
|
2025-08-11 |
13F |
Cornerstone Planning Group LLC
|
|
|
|
7 |
|
1 |
|
|
2025-07-22 |
NP |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
1,848 |
|
163 |
|
|
2025-08-14 |
13F |
Osterweis Capital Management Inc
|
|
|
|
27 |
|
3 |
|
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
510 |
14.35 |
0 |
|
|
2025-08-26 |
NP |
TQMVX - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
700 |
|
66 |
|
|
2025-06-26 |
NP |
USGRX - Growth & Income Fund Shares
|
|
|
|
363 |
49.38 |
29 |
38.10 |
|
2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
4,581 |
13.50 |
435 |
32.62 |
|
2025-08-25 |
13F/A |
Neuberger Berman Group LLC
|
|
|
|
11,314 |
3.51 |
1,074 |
20.67 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
340 |
18.47 |
32 |
45.45 |
|
2025-08-12 |
13F |
Ci Investments Inc.
|
|
|
|
45,040 |
9.74 |
4 |
33.33 |
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
28,378 |
7.94 |
3 |
0.00 |
|
2025-08-14 |
13F |
Royal London Asset Management Ltd
|
|
|
|
6,177 |
5.10 |
587 |
22.59 |
|
2025-08-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
566 |
47.78 |
54 |
70.97 |
|
2025-08-14 |
13F/A |
Skopos Labs, Inc.
|
|
|
|
8 |
|
1 |
|
|
2025-08-05 |
13F |
Huntington National Bank
|
|
|
|
366 |
1.39 |
35 |
17.24 |
|
2025-07-31 |
13F |
Whipplewood Advisors, LLC
|
|
|
|
122 |
1,933.33 |
12 |
22.22 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
6,254 |
4.37 |
1 |
|
|
2025-08-14 |
13F |
State Of Wisconsin Investment Board
|
|
|
|
1,351,443 |
1.25 |
128,333 |
18.01 |
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
442,662 |
0.92 |
42,035 |
17.63 |
|
2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
2 |
|
0 |
|
|
2025-07-24 |
13F |
Us Bancorp \de\
|
|
|
|
3,136 |
53.88 |
298 |
78.92 |
|
2025-08-14 |
13F |
Wahed Invest LLC
|
|
|
|
617 |
2.15 |
59 |
18.37 |
|
2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
2,213,439 |
2.22 |
210,188 |
19.15 |
|
2025-08-13 |
13F |
M&t Bank Corp
|
|
|
|
3,277 |
25.70 |
311 |
47.39 |
|
2025-08-13 |
13F |
Elgethun Capital Management
|
|
|
|
143,968 |
1.90 |
13,663 |
18.75 |
|
2025-08-08 |
13F |
TD Capital Management LLC
|
|
|
|
12 |
|
1 |
|
|
2025-07-29 |
NP |
ESGV - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
9,570 |
3.44 |
843 |
2.31 |
|
2025-08-14 |
NP |
FLCGX - QUANTEX FUND Retail Class
|
|
|
|
76 |
|
7 |
|
|
2025-08-22 |
NP |
CLCEX - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
8,244 |
|
783 |
|
|
2025-08-27 |
NP |
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
154 |
4.76 |
15 |
27.27 |
|
2025-07-28 |
NP |
AVMC - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
618 |
6.37 |
54 |
5.88 |
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
32,408 |
73.86 |
3,077 |
102.70 |
|
2025-07-25 |
13F |
Hazlett, Burt & Watson, Inc.
|
|
|
|
7 |
|
0 |
|
|
2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
54 |
|
5 |
|
|