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 |
|
|