WINA / Winmark Corporation - Kepemilikan Institusional - Pembeli

Winmark Corporation
US ˙ NasdaqGM ˙ US9742501029

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Winmark Corporation meliputi Fisher Asset Management, LLC, SDVY - First Trust SMID Cap Rising Dividend Achievers ETF, SCAVX - AB Small Cap Value Portfolio Class A, LGT Fund Management Co Ltd., Maverick Capital Ltd, SCRSX - Small Cap Core Portfolio SCB Class, Roundview Capital LLC, CBOE Vest Financial, LLC, CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class, OWTEX - Old Westbury Total Equity Fund, Polymer Capital Management (US) LLC, MMYAX - MassMutual Select Small Company Value Fund Class A, Magnetar Financial LLC, DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A, Susquehanna Portfolio Strategies, LLC, DRW Securities, LLC, Mitsubishi UFJ Trust & Banking Corp, Montrusco Bolton Investments Inc., Vise Technologies, Inc., dan Gts Securities Llc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-08 13F Geode Capital Management, Llc 75,665 1.13 28,575 20.13
2025-06-27 NP RSSL - Global X Russell 2000 ETF 1,773 6.74 638 -1.39
2025-08-08 13F Tortoise Investment Management, LLC 7 3
2025-08-11 13F Principal Securities, Inc. 21 10.53 8 0.00
2025-07-23 NP CFSLX - Column Small Cap Fund 464 6.91 197 35.86
2025-07-17 13F CWA Asset Management Group, LLC 20,053 47.60 7,572 75.36
2025-08-13 13F Kennedy Capital Management, Inc. 20,965 10.13 7,917 30.82
2025-08-22 NP KESGX - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 2,128 11.65 804 32.73
2025-08-25 NP MMYAX - MassMutual Select Small Company Value Fund Class A 1,042 393
2025-08-14 13F/A Barclays Plc 7,754 54.62 3 100.00
2025-08-14 13F Smartleaf Asset Management LLC 355 48.54 133 77.33
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 554 15.90 209 38.41
2025-07-25 13F Cwm, Llc 156 358.82 0
2025-08-13 13F Victory Capital Management Inc 15,741 18.83 5,944 41.16
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 802 7.22 303 27.43
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 12 9.09 4 0.00
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,130 8.46 1,755 37.14
2025-07-28 NP HDG - ProShares Hedge Replication ETF 4 33.33 2 0.00
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 916 346
2025-08-14 13F Two Sigma Advisers, Lp 2,700 1,020
2025-08-13 13F MetLife Investment Management, LLC 1,734 0.52 655 19.34
2025-08-27 NP LQPE - PEO AlphaQuest(TM) Thematic PE ETF 82 41.38 31 66.67
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,685 2.64 2,524 21.93
2025-07-16 13F Signaturefd, Llc 52 4.00 20 26.67
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 1,533 742.31 487 585.92
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 1,235 445
2025-07-14 13F GAMMA Investing LLC 13 30.00 5 33.33
2025-05-30 NP EHLS - Even Herd Long Short ETF Short -919 -292
2025-08-14 13F/A Rockefeller Capital Management L.P. 49,967 2.12 18,868 21.31
2025-08-12 13F Proequities, Inc. 0 0
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 35 13
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1,596 0.13 1
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 63 10.53 24 27.78
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 1,964 834
2025-07-25 13F Stephens Consulting, LLC 5 2
2025-08-15 13F Binnacle Investments Inc 20 33.33 8 75.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 72 27
2025-07-23 NP CFSSX - Column Small Cap Select Fund 2,653 15.65 1,127 46.36
2025-08-12 13F Landscape Capital Management, L.l.c. 11,471 4,332
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,844 0.81 6,731 27.44
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 553 17.66 199 8.74
2025-08-14 13F Voya Investment Management Llc 827 0.85 312 20.00
2025-08-14 13F Man Group plc 17,874 2.88 6,749 22.22
2025-08-01 13F Teacher Retirement System Of Texas 4,652 17.86 1,757 40.03
2025-06-25 NP EKGAX - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 2,501 1,482.91 900 1,375.41
2025-08-14 13F Brevan Howard Capital Management LP 1,852 699
2025-07-23 13F Klp Kapitalforvaltning As 700 16.67 264 38.95
2025-08-14 13F Rafferty Asset Management, LLC 847 9.57 320 30.20
2025-08-12 13F Franklin Resources Inc 1,980 6.17 748 26.18
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,448 136.60 547 181.44
2025-08-14 13F Balyasny Asset Management Llc 5,289 1,997
2025-08-15 13F Tower Research Capital LLC (TRC) 213 18.99 80 42.86
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,033 1.20 10,452 -6.48
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 468 4.46 177 23.94
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 285 247.56 108 613.33
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,221 4.24 1,216 23.83
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 942 11.88 339 3.35
2025-08-14 13F Stifel Financial Corp 4,756 0.87 1,796 19.83
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 674 255
2025-08-08 13F Creative Planning 5,227 38.21 1,974 64.14
2025-08-14 13F Port Capital LLC 108,161 0.71 40,843 19.63
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 91 116.67 34 325.00
2025-08-12 13F Advisors Asset Management, Inc. 44 37.50 17 60.00
2025-08-14 13F Price T Rowe Associates Inc /md/ 1,465 13.83 1
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 451 9.20 170 29.77
2025-07-25 NP SCAVX - AB Small Cap Value Portfolio Class A 17,950 7,626
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 14,022 13.71 5,295 35.09
2025-08-14 13F Bnp Paribas Arbitrage, Sa 7,933 69.47 2,996 101.41
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 153 9.29 58 29.55
2025-07-29 NP TMFX - Motley Fool Next Index ETF 58 13.73 25 41.18
2025-08-14 13F Sei Investments Co 3,079 55.04 1,165 84.18
2025-08-13 13F Jones Financial Companies Lllp 6 2
2025-08-14 13F DRW Securities, LLC 729 275
2025-07-21 13F Copeland Capital Management, LLC 73,501 16.28 27,755 38.13
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 94 184.85 35 483.33
2025-08-14 13F Alliancebernstein L.p. 73,739 2,357.97 27,845 2,821.72
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 583 7.56 220 27.91
2025-08-14 13F Select Equity Group, L.P. 27,204 16.01 10,273 37.81
2025-08-06 13F First Horizon Advisors, Inc. 126 0.80 48 20.51
2025-08-14 13F Mariner, LLC 898 24.55 339 48.03
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 9,331 6.43 3,359 -1.64
2025-07-22 13F LGT Fund Management Co Ltd. 9,460 3,572
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 926 350
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 182 77
2025-08-14 13F Royal Bank Of Canada 11,838 19.76 4,471 42.25
2025-08-13 13F Mount Yale Investment Advisors, LLC 114 43
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 332 2.47 120 -5.56
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 818 6.51 294 -1.67
2025-08-14 13F Comerica Bank 367 15.05 138 36.63
2025-07-30 NP DEEP - Roundhill Acquirers Deep Value ETF 796 9.79 338 39.09
2025-08-13 13F Invesco Ltd. 8,567 183.49 3,235 236.88
2025-08-13 13F Arizona State Retirement System 875 2.10 330 21.32
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,128 24.37 406 15.01
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,227 2.34 2,602 -5.45
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1,023 11.44 368 3.08
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 31 12
2025-09-04 13F/A Advisor Group Holdings, Inc. 18 7
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,586 3.86 599 23.30
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41,708 15,749
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 32 0
2025-08-14 13F Ubs Asset Management Americas Inc 10,910 74.50 4,120 107.30
2025-08-14 13F Two Sigma Investments, Lp 911 344
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 125 19.05 53 51.43
2025-08-12 13F Charles Schwab Investment Management Inc 24,201 2.46 9,139 21.71
2025-08-14 13F Maverick Capital Ltd 3,498 1,321
2025-06-27 NP RETL - Direxion Daily Retail Bull 3X Shares 740 0.68 266 -6.99
2025-08-12 13F Virtu Financial LLC 579 0
2025-07-29 NP TMFE - Motley Fool Capital Efficiency 100 Index ETF 68 17.24 29 47.37
2025-08-11 13F Promethium Advisors,llc 5,724 5.84 2,161 25.71
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 455 2.94 172 22.14
2025-08-07 13F Vise Technologies, Inc. 574 217
2025-08-12 13F Rhumbline Advisers 13,169 17.96 4,973 40.14
2025-08-08 13F Pnc Financial Services Group, Inc. 5 2
2025-08-08 13F SG Americas Securities, LLC 1,222 283.07 0
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,280 117.92 1,541 101.31
2025-07-08 13F Parallel Advisors, LLC 64 20.75 24 50.00
2025-08-14 13F Fmr Llc 334 88.70 126 123.21
2025-08-11 13F CBIZ Investment Advisory Services, LLC 49 25.64 19 50.00
2025-08-07 13F Allworth Financial LP 10 100.00 4 200.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 1 0
2025-08-14 13F Polymer Capital Management (US) LLC 1,063 401
2025-08-13 13F Pictet Asset Management Holding SA 553 209
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 10,235 2.17 3,865 21.36
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 851 1.92 306 -5.85
2025-05-05 13F Lindbrook Capital, Llc 5 2
2025-07-25 13F CBOE Vest Financial, LLC 2,570 970
2025-08-12 13F Clifford Capital Partners Llc 1,232 26.49 465 50.49
2025-07-23 13F Roundview Capital LLC 2,803 1,058
2025-07-31 13F Northstar Asset Management Inc 7,339 23.91 2,771 47.24
2025-08-27 13F/A Squarepoint Ops LLC 12,082 595.57 4,562 726.45
2025-08-13 13F Fisher Asset Management, LLC 82,152 31,021
2025-08-11 13F Covestor Ltd 0 0
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 355 6.29 128 -2.31
2025-08-28 NP SVOAX - Simt Us Managed Volatility Fund Class F 215 88.60 81 125.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 3,439 2.14 1,299 21.31
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 49 58.06 18 41.67
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 19,630 5.88 7,412 25.80
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 2,527 15.28 1,074 45.79
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 102,420 9.51 38,675 30.09
2025-08-12 13F AltraVue Capital, LLC 172,883 1.24 65,282 20.26
2025-08-14 13F Susquehanna International Group, Llp 6,756 38.93 2,551 65.11
2025-08-12 13F Dynamic Technology Lab Private Ltd 2,100 174.15 793 226.34
2025-08-15 13F Kestra Advisory Services, LLC 6,009 0.22 2,269 19.11
2025-08-11 13F Vanguard Group Inc 181,361 5.85 68,484 25.75
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,327 1.38 478 -6.29
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,651 9.23 6,224 38.10
2025-08-13 13F Renaissance Technologies Llc 220,496 25.62 83,261 49.22
2025-08-11 13F Citigroup Inc 13,730 388.09 5,185 479.87
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 446 1.59 189 28.57
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 64 10.34 24 33.33
2025-08-13 13F State Board Of Administration Of Florida Retirement System 1,522 575
2025-08-14 13F UBS Group AG 23,507 310.46 8,876 387.69
2025-08-11 13F WPG Advisers, LLC 17 240.00 6 500.00
2025-08-14 13F Jacobs Levy Equity Management, Inc 12,830 9.20 4,845 29.73
2025-08-07 13F Parkside Financial Bank & Trust 34 13
2025-08-04 13F Assetmark, Inc 3 1
2025-08-14 13F Nebula Research & Development LLC 2,249 18.68 849 41.03
2025-08-12 13F Global Retirement Partners, LLC 61 3.39 23 0.00
2025-08-18 13F Geneos Wealth Management Inc. 8 14.29 3 50.00
2025-08-15 13F Caxton Associates Llp 4,339 93.53 1,638 130.06
2025-07-31 13F Nisa Investment Advisors, Llc 37 48.00 14 85.71
2025-08-14 13F Ameriprise Financial Inc 2,154 8.73 814 29.25
2025-08-12 13F Magnetar Financial LLC 930 351
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 146 9.77 53 1.96
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,906 7.00 1,046 -1.13
2025-07-25 13F Montrusco Bolton Investments Inc. 608 230
2025-08-28 NP XRT - SPDR(R) S&P(R) Retail ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,057 28.85 3,798 53.10
2025-08-14 13F Snowden Capital Advisors LLC 660 2.96 249 22.66
2025-08-08 13F Avantax Advisory Services, Inc. 678 256
2025-08-08 13F/A Sterling Capital Management LLC 81 62.00 31 100.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 624 17.51 236 39.88
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,401 6.86 529 27.16
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 5,030 2.19 1,899 21.42
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 5 2
2025-08-13 13F New York State Common Retirement Fund 14,735 2.22 6 25.00
2025-07-18 13F Mountain Pacific Investment Advisers Inc/id 33,797 9.56 12,762 30.16
2025-08-13 13F Marshall Wace, Llp 17,894 6,757
2025-08-12 13F Deutsche Bank Ag\ 7,202 11.61 2,720 32.57
2025-08-14 13F Hrt Financial Lp 2,065 1
2025-07-15 13F SJS Investment Consulting Inc. 2 1
2025-08-13 13F First Trust Advisors Lp 44,086 2,478.13 16,647 2,965.75
2025-08-14 13F Petrus Trust Company, LTA 721 272
2025-08-14 13F Aqr Capital Management Llc 4,798 12.23 1,812 33.36
2025-08-14 13F Quarry LP 23 91.67 9 100.00
2025-07-24 13F IFP Advisors, Inc 11 4
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 1,378 4.47 520 24.11
2025-08-14 13F Legato Capital Management LLC 14,915 0.54 5,632 19.45
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 3,190 1,205
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 76 18.75 29 40.00
2025-08-13 13F Northwestern Mutual Wealth Management Co 6 2
2025-08-26 13F/A Thrivent Financial For Lutherans 1,451 1
2025-08-08 13F Gts Securities Llc 559 211
2025-07-31 13F Caitong International Asset Management Co., Ltd 37 428.57 14 550.00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 227 14.07 82 5.19
2025-07-24 NP RKSAX - Rockefeller US Small Cap Core Fund Class A 6,068 47.86 2,578 86.87
2025-07-11 13F Annex Advisory Services, LLC 3,515 4.86 1,327 24.60
2025-08-12 13F Trexquant Investment LP 2,038 770
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 279 12.96 105 34.62
2025-08-07 13F Acadian Asset Management Llc 3,489 22.16 1
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 665 12.71 251 34.22
2025-08-01 13F Bessemer Group Inc 57,819 4.87 22 23.53
2025-08-11 13F Strategic Wealth Partners, Ltd. 14 5
2025-08-13 13F EverSource Wealth Advisors, LLC 40 900.00 15 1,400.00
2025-08-14 13F Goldman Sachs Group Inc 37,592 76.66 14,195 109.89
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 298 161.40 113 433.33
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 838 2.07 316 21.54
2025-08-05 13F Bank of New York Mellon Corp 20,150 3.51 7,609 22.95
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 212 3.41 80 23.08
2025-08-14 13F Manufacturers Life Insurance Company, The 1,573 3.69 594 23.03
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