2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
265 |
1.15 |
6 |
20.00 |
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
12,017 |
3.29 |
0 |
|
|
2025-08-28 |
NP |
IWO - iShares Russell 2000 Growth ETF
|
|
|
|
4,875 |
6.51 |
109 |
17.20 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
403,414 |
0.62 |
9,028 |
7.90 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
5,013 |
5.89 |
105 |
5.00 |
|
2025-08-13 |
13F |
Cerity Partners LLC
|
|
|
|
21,432 |
0.17 |
480 |
7.40 |
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
20,545 |
4.05 |
431 |
2.63 |
|
2025-08-18 |
13F |
Geneos Wealth Management Inc.
|
|
|
|
1,602 |
200.00 |
36 |
218.18 |
|
2025-08-20 |
NP |
AATIX - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
45,755 |
6.52 |
1,024 |
14.17 |
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
0 |
|
0 |
|
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
14,241 |
70.76 |
0 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
291 |
|
7 |
|
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
11,693 |
5.11 |
240 |
6.67 |
|
2025-08-27 |
13F/A |
Squarepoint Ops LLC
|
|
|
|
9,509 |
|
213 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
34,202 |
1.66 |
765 |
8.97 |
|
2025-08-04 |
13F |
Creekmur Asset Management LLC
|
|
|
|
2,650 |
|
59 |
|
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
511 |
79.30 |
0 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
2,880 |
16.13 |
64 |
25.49 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
14,125 |
4.42 |
316 |
12.06 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
198,394 |
0.86 |
4,441 |
8.16 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
3 |
|
0 |
|
|
2025-08-13 |
13F |
Teton Advisors, Inc.
|
|
|
|
97,130 |
2.10 |
2,174 |
9.47 |
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
408 |
9.68 |
9 |
28.57 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
5,502 |
0.81 |
123 |
8.85 |
|
2025-08-29 |
NP |
WMMAX - Teton Westwood Mighty Mites Fund Class A
|
|
|
|
97,130 |
2.10 |
2,174 |
9.47 |
|
2025-08-12 |
13F/A |
Boston Partners
|
|
|
|
16,654 |
0.14 |
373 |
7.20 |
|
2025-06-27 |
NP |
DASVX - Dunham Small Cap Value Fund Class A
|
|
|
|
18,217 |
10.37 |
382 |
8.83 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
1,730 |
86.02 |
39 |
100.00 |
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
9,975 |
0.78 |
0 |
|
|
2025-08-28 |
NP |
SLLAX - SIMT Small Cap Fund Class F
|
|
|
|
2,410 |
|
54 |
|
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
29 |
866.67 |
1 |
|
|
2025-06-26 |
NP |
DFSCX - U.s. Micro Cap Portfolio - Institutional Class
|
|
|
|
24,690 |
3.97 |
518 |
2.38 |
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
523 |
187.36 |
12 |
266.67 |
|
2025-08-25 |
NP |
TMVAX - RBC Microcap Value Fund A Shares
|
|
|
|
5,160 |
32.31 |
115 |
41.98 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
666 |
909.09 |
15 |
1,300.00 |
|
2025-07-22 |
13F |
Belpointe Asset Management LLC
|
|
|
|
14,973 |
0.47 |
335 |
7.72 |
|
2025-08-15 |
13F |
Captrust Financial Advisors
|
|
|
|
16,026 |
0.29 |
359 |
7.51 |
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
12,654 |
5.57 |
283 |
13.20 |
|
2025-08-06 |
13F |
Prospera Financial Services Inc
|
|
|
|
158,340 |
|
3,544 |
|
|
2025-08-14 |
13F |
Ancora Advisors, LLC
|
|
|
|
167,534 |
1.70 |
3,749 |
9.08 |
|
2025-08-12 |
13F |
Fca Corp /tx
|
|
|
|
43,267 |
0.80 |
968 |
8.16 |
|
2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
46,633 |
1.97 |
1,044 |
9.33 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
22,881 |
71.03 |
512 |
83.51 |
|
2025-08-20 |
NP |
RUSC - U.S. Small Cap Equity Active ETF
|
|
|
|
2,064 |
|
46 |
|
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
15,422 |
|
345 |
|
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
938 |
2.51 |
20 |
0.00 |
|
2025-08-22 |
NP |
FECGX - Fidelity Small Cap Growth Index Fund
|
|
|
|
315 |
37.55 |
7 |
75.00 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
71,557 |
0.45 |
1,601 |
7.74 |
|
2025-08-15 |
13F |
Great West Life Assurance Co /can/
|
|
|
|
742 |
19.48 |
0 |
|
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
598 |
24.32 |
13 |
30.00 |
|
2025-07-29 |
NP |
SLPAX - Siit Small Cap Fund - Class A
|
|
|
|
1,400 |
|
29 |
|
|
2025-08-07 |
13F |
Los Angeles Capital Management Llc
|
|
|
|
17,019 |
|
381 |
|
|
2025-08-14 |
13F |
State Street Corp
|
|
|
|
108,133 |
1.71 |
2,420 |
9.11 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
2,510 |
31.41 |
56 |
43.59 |
|
2025-06-18 |
NP |
NWHDX - Nationwide Bailard Cognitive Value Fund Class A
|
|
|
|
1,000 |
|
21 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
1,693 |
3.99 |
38 |
12.12 |
|
2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
440,546 |
1.37 |
9,859 |
8.70 |
|
2025-08-14 |
13F |
Smartleaf Asset Management LLC
|
|
|
|
69 |
|
2 |
|
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
234 |
64.79 |
5 |
150.00 |
|
2025-08-27 |
NP |
RYMKX - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
12 |
9.09 |
0 |
|
|
2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
1,004 |
49.18 |
22 |
57.14 |
|
2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
45,330 |
0.39 |
932 |
1.75 |
|
2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
123,548 |
2.07 |
2,766 |
9.50 |
|
2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
11,286 |
6.89 |
0 |
|
|
2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
24,441 |
3.38 |
547 |
10.75 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
6,195 |
28.18 |
138 |
38.00 |
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
1,723 |
26.60 |
36 |
28.57 |
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
11 |
10.00 |
0 |
|
|
2025-08-22 |
NP |
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1
|
|
|
|
74,038 |
2.63 |
1,657 |
10.03 |
|
2025-08-11 |
NP |
CUSUX - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
1,814 |
|
41 |
|
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
41,209 |
8.96 |
847 |
10.30 |
|
2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
3,140 |
0.64 |
65 |
1.59 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
2,821 |
440.42 |
63 |
530.00 |
|