PSTG / Pure Storage, Inc. - Pemilikan Institusi - Penjual

Pure Storage, Inc.
US ˙ NYSE ˙ US74624M1027

Pemilikan Institusi dan Dana - Penjual

Halaman ini menunjukkan institusi, dana dan pemegang saham utama yang telah mengurangkan pegangan atau menutup kedudukan mereka dalam tempoh pelaporan terakhir mereka. Baris merah menunjukkan kedudukan tertutup. Klik ikon pautan untuk melihat sejarah transaksi penuh.

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Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)		 Saham ΔSaham
(%)		 Nilai
Dilaporkan
($1000)		 Δ Nilai
(%)		 Peruntukan Port
(%)
2025-08-13 13F Amundi 2,194,138 -49.10 122,872 -30.22
2025-07-30 NP ONOF - Global X Adaptive U.S. Risk Management ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 738 -5.99 40 -4.88
2025-07-10 13F Moody National Bank Trust Division 4,432 -7.18 255 20.85
2025-08-28 NP MDYG - SPDR(R) S & P 400 Mid Cap Growth 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 459,547 -18.23 26,461 6.35
2025-08-14 13F Two Sigma Advisers, Lp 94,600 -11.67 5,447 14.89
2025-05-07 13F Nvwm, Llc 0 -100.00 0
2025-08-14 13F Spears Abacus Advisors LLC 59,630 -0.01 3,433 30.09
2025-07-31 13F Caitong International Asset Management Co., Ltd 3 -99.70 0 -100.00
2025-08-12 13F SRS Capital Advisors, Inc. 226 -65.91 13 -55.17
2025-08-28 NP CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF 7,608 -2.50 438 26.96
2025-08-08 13F Avalon Trust Co 0 -100.00 0
2025-08-05 13F Montanaro Asset Management Ltd 0 -100.00 0
2025-08-14 13F Boothbay Fund Management, Llc 0 -100.00 0
2025-07-18 13F Robeco Institutional Asset Management B.V. 168,493 -39.24 9,702 -20.98
2025-06-25 NP ILCB - iShares Morningstar Large-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 5,847 -15.59 265 -43.50
2025-06-26 NP FWWFX - Fidelity Worldwide 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 253,000 -0.08 11,476 -33.14
2025-08-12 13F Sierra Summit Advisors Llc 4,497 -32.55 259 -12.54
2025-07-24 13F Strengthening Families & Communities, LLC 41,342 -0.85 2,380 29.00
2025-07-24 13F CWM Advisors, LLC 36,357 -8.32 2,093 19.26
2025-08-07 13F BOK Financial Private Wealth, Inc. 12,998 -26.44 748 -4.35
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 40,428 -23.20 2,328 -0.13
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 153,741 -2.59 8,852 26.69
2025-05-12 13F Covestor Ltd Put 0 -100.00 0
2025-07-11 13F/A Umb Bank N A/mo 3,535 -0.28 204 30.13
2025-06-26 NP SMDVX - Hartford Schroders US MidCap Opportunities Fund Class A 121,510 -41.42 5,512 -60.80
2025-08-26 NP DNLDX - BNY Mellon Active MidCap Fund Class A 13,515 -1.84 778 27.75
2025-05-15 13F Scientech Research LLC 0 -100.00 0
2025-05-27 NP Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 60,950 -19.53 2,698 -42.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 74,412 -5.74 4,285 22.61
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 45,279 -54.87 2,607 -41.30
2025-08-26 NP PMEGX - T. Rowe Price Institutional Mid-Cap Equity Growth 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 597,583 -5.50 34,409 22.91
2025-07-31 13F Ground Swell Capital, LLC 0 -100.00 0
2025-07-15 13F SJS Investment Consulting Inc. 8 -27.27 0
2025-07-30 NP SPMIX - S&P MidCap Index Fund Direct Shares 11,103 -1.99 595 0.17
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 8,637 -4.85 497 23.94
2025-03-27 NP ESGG - FlexShares STOXX Global ESG Impact Index Fund This fund is a listed as child fund of Northern Trust 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 630 -19.23 43 7.69
2025-07-09 13F Gateway Investment Advisers Llc 0 -100.00 0
2025-08-04 13F Strs Ohio 180,118 -22.32 10,371 1.03
2025-05-20 NP BMDIX - Baird MidCap Fund Institutional 0 -100.00 0 -100.00
2025-08-29 NP GCPAX - Gateway Equity Call Premium Fund Class A 0 -100.00 0 -100.00
2025-03-25 NP CVGRX - Calamos Growth Fund Class A 0 -100.00 0 -100.00
2025-08-14 13F Prelude Capital Management, Llc 16,603 -8.34 956 19.35
2025-08-13 13F Bank Of Nova Scotia 6,528 -46.17 376 -30.04
2025-08-13 13F Capital Fund Management S.a. 26,027 -73.76 1,499 -65.88
2025-08-11 13F Portside Wealth Group, LLC Call 0 -100.00 0 -100.00
2025-07-11 13F Seacrest Wealth Management, Llc 4,690 -3.10 270 26.17
2025-06-18 NP GMXAX - Nationwide Mid Cap Market Index Fund Class A 56,245 -7.58 2,551 -38.16
2025-08-07 13F Profund Advisors Llc 7,200 -4.95 415 23.58
2025-08-27 NP OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 56,405 -1.76 3,248 27.78
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 9,001 -2.58 518 26.65
2025-08-14 13F Meiji Yasuda Asset Management Co Ltd. 8,155 -30.10 470 -9.11
2025-08-27 NP VBINX - Vanguard Balanced 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 188,325 -0.81 10,844 29.02
2025-06-26 NP FMCSX - Fidelity Mid-Cap Stock 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 112,946 -0.09 5,123 -33.15
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1,462,594 -8.21 84,216 19.39
2025-08-04 13F Pensionmark Financial Group, Llc 10,142 -43.20 584 -26.20
2025-08-14 13F Polymer Capital Management (US) LLC 4,732 -39.91 272 -21.84
2025-06-23 NP MPSIX - MidCap S&P 400 Index Fund Institutional Class 129,017 -1.90 5,852 -34.36
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation 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 136 -4.23 6 -33.33
2025-07-25 13F Yousif Capital Management, Llc 105,786 -1.59 6,091 28.02
2025-06-24 NP JCTR - JPMorgan Carbon Transition U.S. Equity ETF 0 -100.00 0 -100.00
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 684,695 -4.29 31,058 -35.96
2025-07-24 13F Jfs Wealth Advisors, Llc 46 -46.51 3 -33.33
2025-06-30 NP CMIDX - Congress Mid Cap Growth Fund Retail Class 379,650 -23.30 17,221 -48.68
2025-05-15 13F Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2025-04-29 13F Riggs Asset Managment Co. Inc. 0 -100.00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 12,752 -31.75 734 -11.25
2025-05-15 13F Bank Of America Corp /de/ Call 0 -100.00 0 -100.00
2025-08-12 13F Legal & General Group Plc 2,045,931 -16.46 117,805 8.66
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 174 -19.44 10 11.11
2025-07-28 13F Twin Tree Management, LP Put 209,300 -80.33 12,051 -74.42
2025-08-13 13F Invesco Ltd. 610,043 -78.32 35,126 -71.80
2025-07-28 13F Twin Tree Management, LP 172,180 -57.20 9,914 -44.33
2025-08-12 13F Left Brain Wealth Management, LLC 0 -100.00 0
2025-05-22 NP ROUS - Hartford Multifactor US Equity ETF 9,470 -12.33 419 -36.80
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 122,000 -4.69 7,025 23.97
2025-08-12 13F Bowen Hanes & Co Inc 0 -100.00 0
2025-08-29 NP JAEYX - Mid Cap Index Trust NAV 121,553 -1.95 6,999 27.53
2025-08-05 13F Allstate Corp 0 -100.00 0
2025-05-16 13F McIlrath & Eck, LLC 0 -100.00 0
2025-07-28 13F Allianz Asset Management GmbH 16,980 -67.54 978 -57.80
2025-04-29 NP SFYX - SoFi Next 500 ETF 3,946 -73.13 207 -73.39
2025-08-27 NP Liberty All Star Growth Fund Inc. 54,565 -0.79 3,142 29.05
2025-04-24 NP DBOAX - BNY Mellon Balanced Opportunity Fund Class A 7,138 -8.73 375 -9.66
2025-05-15 13F Glenmede Trust Co Na 182,687 -27.66 8,088 -47.87
2025-07-21 13F J. Safra Sarasin Holding AG 0 -100.00 0
2025-08-12 13F Winnow Wealth Llc 0 -100.00 0 -100.00
2025-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0 -100.00
2025-08-27 NP NAESX - Vanguard Small-Cap 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 7,607,964 -1.62 438,067 27.96
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 148,819 -1.37 6,750 -34.00
2025-08-07 13F Sierra Ocean, Llc 82 -28.70 5 -20.00
2025-08-12 13F Artisan Partners Limited Partnership 3,314,906 -20.35 190,872 3.60
2025-08-12 13F Mediolanum International Funds Ltd 0 -100.00 0
2025-08-15 13F Harvest Fund Management Co., Ltd 0 -100.00 0
2025-06-24 NP FMDCX - Federated Mid-Cap Index Fund Service Shares This fund is a listed as child fund of Federated Hermes, 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 31,929 -2.02 1,448 -34.45
2025-08-04 13F Creative Financial Designs Inc /adv 0 -100.00 0
2025-04-23 NP DREQX - BNY Mellon Research Growth Fund, Inc. Class Z 139,616 -2.79 7,326 -3.75
2025-08-13 13F Mount Yale Investment Advisors, LLC 4,491 -60.49 259 -48.71
2025-08-14 13F BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 48,721 -17.79 2,805 6.94
2025-08-14 13F Stifel Financial Corp 89,802 -13.44 5,171 12.59
2025-08-14 13F Manufacturers Life Insurance Company, The 187,140 -1.17 10,776 28.55
2025-08-08 13F/A Sterling Capital Management LLC 3,590 -93.35 207 -91.38
2025-06-26 NP TECB - iShares U.S. Tech Breakthrough Multisector 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 15,340 -3.16 696 -35.23
2025-08-28 NP SSSEX - State Street Small-Cap Equity 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 2,345 -13.79 135 12.50
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 7,298 -55.08 420 -41.59
2025-08-27 NP JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 349,999 -1.19 20,153 28.51
2025-07-30 NP Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 2,335 -34.00 125 -32.43
2025-08-26 NP IPLIX - Voya Index Plus LargeCap Portfolio Class I 31,121 -1.88 1,792 27.56
2025-07-31 13F/A Interchange Capital Partners, LLC 8,448 -5.59 486 22.73
2025-07-25 NP KOKU - Xtrackers MSCI Kokusai Equity ETF 2,882 -0.69 154 1.32
2025-06-23 NP PPQMX - MidCap Growth Fund III R-3 2,862 -78.30 130 -85.57
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 774 -23.59 45 0.00
2025-07-24 NP FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A 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 7,906 -23.29 424 -21.67
2025-08-15 13F Great West Life Assurance Co /can/ 294,479 -3.61 17 23.08
2025-07-14 13F CHICAGO TRUST Co NA 7,700 -0.05 443 29.91
2025-05-14 13F 1620 Investment Advisors, Inc. 0 -100.00 0
2025-08-11 13F Performa Ltd (US), LLC 125 -16.67 7 16.67
2025-08-26 NP BlackRock Science & Technology Trust II 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 366,443 -1.57 21,100 28.02
2025-07-28 13F Frazier Financial Advisors, LLC 75 -50.00 4 -33.33
2025-08-12 13F Ensign Peak Advisors, Inc 139,880 -21.45 8,054 2.17
2025-08-28 NP IJK - iShares S&P Mid-Cap 400 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 1,797,730 -5.51 103,513 22.90
2025-08-26 NP NOMIX - Northern Mid Cap Index Fund 206,740 -3.90 11,904 24.99
2025-07-15 13F Accurate Wealth Management, LLC 5,089 -16.27 293 17.67
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 8,007 -1.26 363 -33.88
2025-07-29 13F Mutual Of America Capital Management Llc 154,555 -3.11 8,899 26.03
2025-07-14 13F Park Avenue Securities Llc 7,380 -2.21 0
2025-08-14 13F OV Management LLC 9,017 -91.88 519 -89.44
2025-05-01 13F Bleakley Financial Group, LLC 0 -100.00 0 -100.00
2025-08-22 NP PEPS - Parametric Equity Plus ETF 229 -36.39 13 -13.33
2025-08-06 13F Savant Capital, LLC 5,583 -72.10 321 -63.73
2025-08-05 13F Simplex Trading, Llc Call 162,200 -11.32 9 12.50
2025-07-16 13F Virginia Retirement Systems Et Al 0 -100.00 0
2025-08-14 13F Ardsley Advisory Partners Lp Call 0 -100.00 0
2025-08-13 13F MetLife Investment Management, LLC 179,468 -2.30 10,334 27.07
2025-05-28 NP BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 5,134 -3.53 227 -30.37
2025-05-15 13F Parallax Volatility Advisers, L.P. Put 0 -100.00 0
2025-06-26 NP CRBN - iShares MSCI ACWI Low Carbon Target 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 4,996 -0.99 227 -33.92
2025-05-15 13F Financial Avengers, Inc. 0 -100.00 0
2025-08-12 13F Pathstone Holdings, LLC 32,217 -26.14 1,855 -3.94
2025-08-14 13F Ardsley Advisory Partners Lp 0 -100.00 0
2025-06-26 NP FZFLX - Fidelity SAI Small-Mid Cap 500 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 71,147 -14.61 3,227 -42.86
2025-07-30 13F FNY Investment Advisers, LLC 0 -100.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 19,836 -34.53 1,142 -14.84
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 59,197 -7.06 3,409 20.89
2025-08-21 NP MXMDX - Great-West S&P Mid Cap 400 Index Fund Investor Class 141,584 -6.23 8,152 21.96
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 34,082 -253.15 1,962 -243.53
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 97,443 -0.22 5,611 29.77
2025-08-14 13F Quarry LP 185 -95.93 11 -95.00
2025-08-05 13F Sigma Planning Corp 6,235 -12.89 359 13.61
2025-08-14 13F Toroso Investments, LLC 40,695 -6.92 2,343 21.09
2025-07-25 NP CTCAX - Columbia Global Technology Growth Fund Class A 148,974 -2.62 7,984 -0.55
2025-07-29 NP TMFX - Motley Fool Next Index ETF 5,173 -0.42 277 1.84
2025-08-06 13F First Horizon Advisors, Inc. 494 -10.83 28 16.67
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 836 -17.96 38 -46.38
2025-07-14 13F Armstrong Advisory Group, Inc 0 -100.00 0
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 43,604 -19.17 2,511 5.11
2025-07-25 NP DEUS - Xtrackers Russell 1000 Comprehensive Factor ETF 1,972 -9.62 106 -7.89
2025-08-14 13F Jain Global LLC 0 -100.00 0
2025-08-11 13F Rothschild Investment Llc 3 -25.00 0
2025-05-15 13F Graham Capital Management, L.P. 0 -100.00 0
2025-08-12 13F Champlain Investment Partners, LLC 5,355,128 -7.98 308,348 19.69
2025-08-13 13F Northern Trust Corp 2,911,450 -0.00 167,641 30.06
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 272,039 -1.36 15,664 28.30
2025-08-08 13F Citizens Financial Group Inc/ri 29,429 -0.18 1,695 29.81
2025-07-29 NP BLUIX - BLUEPRINT GROWTH FUND Institutional Class 0 -100.00 0 -100.00
2025-07-28 NP VMIDX - Mid Cap Index Fund 279,236 -4.77 14,964 -2.73
2025-04-22 13F Center for Financial Planning, Inc. 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 260,080 -0.57 14,975 29.33
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 10,579 -91.71 609 -89.23
2025-03-31 NP EFCAX - Emerald Insights Fund Class A 1,315 -79.63 89 -59.17
2025-08-14 13F Quantessence Capital LLC 0 -100.00 0
2025-05-30 NP New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 20,318 -7.99 899 -33.70
2025-06-18 NP RTDAX - Multifactor U.S. Equity Fund Class A 4,757 -7.20 216 -38.04
2025-07-31 13F 180 Wealth Advisors, Llc 61,828 -2.41 3,560 26.96
2025-05-05 13F Gallacher Capital Management LLC 0 -100.00 0
2025-03-21 NP HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 3,930 -59.27 266 -53.98
2025-08-12 13F Global Retirement Partners, LLC 1,368 -30.94 79 -35.54
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 51,118 -0.64 2,943 29.25
2025-07-31 13F CVA Family Office, LLC 473 -2.27 27 28.57
2025-08-08 13F United Asset Strategies, Inc. 0 -100.00 0
2025-08-14 13F Lord, Abbett & Co. Llc 0 -100.00 0 -100.00
2025-08-08 13F Forsta Ap-fonden 65,000 -51.02 3,743 -36.30
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3,622 -9.29 164 -39.26
2025-08-26 NP PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 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 189,200 -8.33 10,894 19.23
2025-07-15 13F Yarbrough Capital, LLC 0 -100.00 0
2025-04-28 NP GBFFX - GMO Benchmark-Free Fund Class III Short -1,064 -56
2025-08-13 13F Wealthquest Corp 0 -100.00 0 -100.00
2025-08-26 NP GVIZX - Value Equity Index Fund Investor 240 -60.98 14 -51.85
2025-05-12 13F Jpmorgan Chase & Co Call 0 -100.00 0 -100.00
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 24,401 -32.02 1,405 -11.58
2025-08-13 13F Walleye Trading LLC Call 101,700 -10.55 5,856 16.33
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market 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 15,204 -24.64 875 -2.02
2025-08-13 13F Walleye Trading LLC 24,058 -54.70 1,385 -41.09
2025-08-13 13F Walleye Trading LLC Put 109,800 -60.97 6,322 -49.23
2025-08-14 13F Fred Alger Management, Llc 4,540 -96.01 261 -94.82
2025-08-08 13F Vestcor Inc 6,325 -0.78 0
2025-08-26 NP TRMNX - T. Rowe Price Mid-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 17,873 -0.66 1,029 29.27
2025-08-15 13F Morgan Stanley 3,432,462 -32.83 197,641 -12.64
2025-08-06 13F Fox Run Management, L.l.c. 15,147 -57.03 872 -44.10
2025-07-16 NP CGMM - Capital Group U.S. Small and Mid Cap ETF Share Class 0 -100.00 0 -100.00
2025-08-28 NP AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 323 -22.73 19 0.00
2025-07-28 NP NBRVX - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 19,638 -5.49 1,052 -3.49
2025-07-28 NP MVV - ProShares Ultra MidCap400 11,752 -2.11 630 0.00
2025-08-26 NP Spdr S&p Midcap 400 Etf Trust 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 2,440,205 -1.39 140,507 28.26
2025-03-25 NP AOBLX - Pioneer Balanced ESG Fund : Class A 98,291 -2.06 6,663 32.68
2025-08-26 NP BNSCX - Ubs U.s. Small Cap Growth Fund Class A 21,751 -10.49 1,252 16.47
2025-05-29 NP CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 452 -5.83 20 -31.03
2025-08-08 13F Oak Thistle LLC 0 -100.00 0
2025-08-12 13F Inceptionr Llc 4,568 -20.63 263 3.54
2025-08-14 13F UBS Group AG Call 0 -100.00 0 -100.00
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-07-16 13F State of Alaska, Department of Revenue 34,910 -3.82 2 100.00
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 80,700 -29.20 4,647 -7.91
2025-08-14 13F Headlands Technologies LLC 0 -100.00 0 -100.00
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 25,659 -6.21 1,477 21.97
2025-08-26 NP UEIPX - UBS Engage For Impact Fund Class P 12,342 -2.96 711 26.11
2025-05-15 13F Symmetry Peak Management Llc Call 0 -100.00 0
2025-08-21 NP TVAFX - Thornburg Value Fund - Class A 140,803 -8.13 8,107 19.50
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-07-21 13F Ameritas Advisory Services, LLC 1,459 -68.37 84 -70.14
2025-05-29 NP GATEX - Gateway Fund Class A Shares 10,810 -77.94 479 -84.11
2025-05-06 13F Wedbush Securities Inc 0 -100.00 0
2025-08-12 13F Franklin Resources Inc 1,844,227 -28.06 106,191 -6.43
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 0 -100.00 0 -100.00
2025-04-25 NP VFMF - Vanguard U.S. Multifactor ETF ETF 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 5,786 -17.99 304 -18.77
2025-08-14 13F D. E. Shaw & Co., Inc. 9,406 -76.01 542 -68.82
2025-08-21 NP THCGX - Thornburg Core Growth Fund - Class A 94,838 -8.63 5,461 18.82
2025-08-11 13F New Age Alpha Advisors, LLC 0 -100.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 70,957 -32.55 4,086 -12.28
2025-08-19 13F Liontrust Investment Partners LLP 85,069 -6.38 4,898 21.78
2025-07-30 13F Cullen/frost Bankers, Inc. 84 -62.50 5 -55.56
2025-08-01 13F Green Alpha Advisors, LLC 11,795 -5.57 679 23.01
2025-08-14 13F State Of Wisconsin Investment Board 166,903 -3.78 9,610 25.15
2025-08-13 13F Capital Fund Management S.a. Call 11,800 -26.71 679 -4.63
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 515 -161.38 30 -156.86
2025-08-13 13F Capital Fund Management S.a. Put 27,900 -50.00 1,606 -34.98
2025-08-27 13F/A Squarepoint Ops LLC Put 11,900 -2.46 685 26.85
2025-08-27 13F/A Squarepoint Ops LLC 9,951 -95.87 573 -94.64
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 172 -3.91 10 28.57
2025-04-29 13F Td Private Client Wealth Llc 0 -100.00 0
2025-07-31 13F Oppenheimer & Co Inc 5,435 -25.82 313 -3.70
2025-06-26 NP USSPX - 500 Index Fund -Member Shares 75,640 -2.32 3,431 -34.64
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short -19,771 -173.98 -1,138 -169.35
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 2,913 -3.32 168 25.56
2025-08-13 13F Shelton Capital Management 11,103 -1.99 639 27.54
2025-08-13 13F Polen Capital Management Llc 0 -100.00 0
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 7,388 -3.32 425 25.74
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 31,922 -342.38 1,838 -415.27
2025-04-22 13F Minichmacgregor Wealth Management, Llc 0 -100.00 0
2025-08-05 13F Bank Of Montreal /can/ 93,084 -5.87 5,360 22.44
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 137,734 -0.62 7,931 29.26
2025-08-14 13F Twinbeech Capital Lp 0 -100.00 0
2025-08-14 13F Disciplined Growth Investors Inc /mn 5,457,555 -0.50 314,246 29.41
2025-07-28 13F Harbour Investments, Inc. 7,103 -0.74 409 29.11
2025-05-15 13F Voloridge Investment Management, Llc 0 -100.00 0
2025-07-29 13F Pinnacle Wealth Management, LLC 0 -100.00 0
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 85,302 -708.30 4,912 -670.38
2025-08-08 13F Tobam 618 -57.11 0
2025-05-15 13F Sandler Capital Management Put 0 -100.00 0 -100.00
2025-08-25 NP SKYY - First Trust Cloud Computing 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 2,496,733 -7.33 143,762 20.54
2025-05-15 13F Sandler Capital Management 0 -100.00 0 -100.00
2025-08-07 13F Kestra Private Wealth Services, Llc 5,528 -21.50 318 2.25
2025-05-15 13F Lazard Asset Management Llc 0 -100.00 0
2025-07-18 13F Truist Financial Corp 17,995 -10.27 1,036 16.80
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 42,776 -5.75 1,894 -32.10
2025-05-15 13F Verition Fund Management LLC Put 0 -100.00 0 -100.00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3,993 -30.16 230 -9.49
2025-07-28 NP QGRO - American Century STOXX U.S. Quality Growth ETF This fund is a listed as child fund of American Century Companies 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 41,219 -46.09 2,209 -43.69
2025-05-15 13F Verition Fund Management LLC Call 0 -100.00 0 -100.00
2025-04-29 13F Brookstone Capital Management 0 -100.00 0
2025-05-30 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 849 -21.82 38 -43.94
2025-06-27 NP MIDU - Direxion Daily Mid Cap Bull 3X Shares 5,346 -24.45 242 -49.48
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 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 4,970 -4.31 286 24.89
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 14,510 -2.17 835 27.29
2025-06-24 NP QALGX - Federated MDT Large Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, 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 108,609 -0.39 4,927 -9.73
2025-06-23 NP PPUMX - LargeCap Growth Fund I R-3 13,907 -17.08 631 -44.54
2025-04-14 13F Miracle Mile Advisors, LLC 0 -100.00 0 -100.00
2025-05-05 13F Peregrine Asset Advisers, Inc. 0 -100.00 0
2025-07-17 13F Raleigh Capital Management Inc. 738 -24.92 42 -2.33
2025-05-14 13F Torno Capital, Llc Put 0 -100.00 0 -100.00
2025-08-11 13F Banque Cantonale Vaudoise 611 -90.48 0
2025-08-14 13F Voya Investment Management Llc 379,271 -2.95 21,838 26.23
2025-08-12 13F Pacer Advisors, Inc. 5,955 -21.61 343 1.79
2025-08-14 13F Cibc World Markets Corp 12,897 -8.54 743 18.91
2025-05-09 13F GeoWealth Management, LLC 0 -100.00 0
2025-08-26 NP IAXAX - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 51,688 -26.37 2,976 -4.22
2025-08-28 NP INVN - Alger Russell Innovation ETF 4,506 -8.47 259 19.35
2025-06-25 NP PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 150,221 -4.13 6,814 -35.85
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 44,051 -2.99 2,536 26.17
2025-06-27 NP XMHQ - Invesco S&P MidCap Quality 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 1,933,361 -11.99 87,697 -41.11
2025-08-13 13F Portfolio Design Labs, LLC 3,893 -20.03 224 4.19
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 5,260 -3.42 303 25.31
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-06-25 NP BKLC - BNY Mellon US Large Cap Core Equity ETF 15,820 -14.30 718 -42.69
2025-05-14 13F Estate Counselors, LLC 0 -100.00 0
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 4,134 -14.20 238 11.74
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 187,597 -5.01 10,802 23.55
2025-08-14 13F Jane Street Group, Llc Put 26,500 -55.98 1,526 -42.78
2025-08-04 13F Keybank National Association/oh 37,157 -1.50 2,140 28.16
2025-08-14 13F Jane Street Group, Llc Call 58,200 -63.00 3,351 -51.87
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 9,718 -17.53 560 7.29
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 1,508 -63.93 87 -53.51
2025-07-28 NP EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 0 -100.00 0 -100.00
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI Short -20,400 61.88 -1,093 65.36
2025-05-08 13F LGT Financial Advisors LLC 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 192,455 -39.57 11,082 -21.40
2025-05-14 13F Snowden Capital Advisors LLC 0 -100.00 0
2025-08-27 NP NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 132,509 -5.90 7,630 22.38
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund Short -25,050 -175.16 -1,442 -221.48
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-06 13F Richard Bernstein Advisors LLC 0 -100.00 0
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 3,643,929 -9.58 210 17.42
2025-08-13 13F Baird Financial Group, Inc. 4,238 -92.78 244 -90.61
2025-05-29 NP TEGAX - Mid Cap Growth Fund Class A 262,188 -19.44 11,607 -41.94
2025-07-15 13F Sara-Bay Financial 208,398 -2.90 12,000 21.55
2025-04-11 13F Riverview Trust Co 0 -100.00 0
2025-05-01 13F Valued Wealth Advisors LLC 0 -100.00 0
2025-07-30 13F Pittenger & Anderson Inc 0 -100.00 0
2025-08-05 13F Prosperity Wealth Management, Inc. 0 -100.00 0
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 9,320 -4.18 537 24.65
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 6,272 -11.22 284 -40.59
2025-08-14 13F Heritage Wealth Management, Inc. 9,100 -8.77 524 18.59
2025-07-11 13F Diversified Trust Co 41,611 -3.15 2,396 25.92
2025-08-14 13F CoreCap Advisors, LLC 228 -38.38 13 -18.75
2025-08-14 13F Banque Transatlantique SA 0 -100.00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 60,342 -1.04 3,474 28.71
2025-08-13 13F Walleye Capital LLC 22,047 -79.88 1,269 -73.84
2025-08-11 13F Shufro Rose & Co Llc 62,000 -1.12 2,745 -1.12
2025-07-16 13F Perigon Wealth Management, LLC 0 -100.00 0
2025-04-25 13F Canandaigua National Bank & Trust Co 0 -100.00 0
2025-08-26 NP Profunds - Profund Vp Ultramid-cap 647 -15.20 37 12.12
2025-05-14 13F Credit Agricole S A 6,327 -31.56 280 -50.62
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 154,874 -3.22 8,918 25.88
2025-08-14 13F Royal London Asset Management Ltd 143,422 -6.63 8,258 21.44
2025-05-15 13F Axa S.a. 0 -100.00 0
2025-08-14 13F Sei Investments Co 628,050 -22.94 36,163 0.23
2025-08-26 NP VVIMX - Voya VACS Index Series MC Portfolio 9,330 -32.03 537 -11.53
2025-08-28 NP VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 508 -3.79 29 26.09
2025-05-14 13F Landscape Capital Management, L.l.c. 0 -100.00 0
2025-08-14 13F Investment Management Corp of Ontario 7,600 -13.64 438 12.34
2025-08-13 13F PineBridge Investments, L.P. 173,165 -4.01 9,971 24.84
2025-08-29 NP NTSX - WisdomTree 90/60 U.S. Balanced Fund N/A 1,535 -3.03 88 25.71
2025-07-29 13F Stanley-Laman Group, Ltd. 64,532 -8.56 3,716 18.92
2025-07-14 13F Avanza Fonder AB 0 -100.00 0
2025-08-04 13F Atria Investments Llc 5,377 -23.04 310 0.00
2025-08-27 NP VISGX - Vanguard Small-Cap Growth 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 4,219,121 -2.72 242,937 26.53
2025-07-15 13F Fifth Third Bancorp 4,446 -16.73 256 8.47
2025-08-14 13F Peak6 Llc Put 10,700 -92.38 616 -90.09
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 42,354 -26.14 1,921 -50.58
2025-05-07 13F/A Symmetry Investments LP 0 -100.00 0
2025-08-14 13F Peak6 Llc Call 93,000 -53.22 5,355 -39.16
2025-05-15 13F Barclays Plc Call 0 -100.00 0 -100.00
2025-08-12 13F Ci Investments Inc. 1,276 -29.54 0
2025-04-17 13F Strategic Advisors LLC 0 -100.00 0
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund 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 0 -100.00 0 -100.00
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 0 -100.00 0
2025-08-06 13F AE Wealth Management LLC 7,722 -21.03 445 2.78
2025-08-07 13F HighPoint Advisor Group LLC 5,478 -6.26 315 18.42
2025-08-13 13F Jump Financial, LLC 4,588 -87.74 264 -84.06
2025-04-17 13F Asio Capital, LLC 0 -100.00 0
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-08-07 13F Parkside Financial Bank & Trust 67 -37.38 4 -25.00
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 16,063 -2.99 861 -0.92
2025-04-21 13F ORG Partners LLC 0 -100.00 0
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-07-24 NP USXF - iShares ESG Advanced MSCI USA 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 17,530 -15.22 939 -13.38
2025-08-08 13F Atlantic Trust, LLC 0 -100.00 0
2025-07-14 13F AdvisorNet Financial, Inc 100 -1.96 6 25.00
2025-08-14 13F Woodline Partners LP 660,785 -24.97 38,048 -2.41
2025-08-12 13F Catalyst Funds Management Pty Ltd 0 -100.00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 258 -17.04 15 7.69
2025-04-14 13F Harbor Capital Advisors, Inc. 0 -100.00 0
2025-06-26 NP UVALX - Value Fund Shares 29,667 -41.70 1,346 -61.00
2025-08-20 NP NEAGX - Needham Aggressive Growth Fund Retail Class 0 -100.00 0 -100.00
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies 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 45,251 -8.84 2,425 -6.87
2025-08-08 13F Compass Wealth Management LLC 0 -100.00 0
2025-04-15 13F Integrated Advisors Network LLC 0 -100.00 0
2025-08-13 13F Hsbc Holdings Plc 129,516 -8.76 7,461 18.81
2025-08-27 NP APHMX - Artisan Mid Cap Fund Institutional Shares 988,423 -22.03 56,913 1.42
2025-08-14 13F State Street Corp 10,665,087 -2.61 614,096 26.67
2025-07-28 13F Bayforest Capital Ltd 1,746 -70.01 101 -61.09
2025-08-14 13F Ameriprise Financial Inc 780,494 -3.54 44,940 25.95
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 124,423 -3.54 7,164 25.46
2025-08-14 13F Jacobs Levy Equity Management, Inc 35,509 -1.39 2,045 28.23
2025-05-02 13F Capital A Wealth Management, LLC 0 -100.00 0
2025-05-28 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 0 -100.00 0 -100.00
2025-07-24 13F Us Bancorp \de\ 115,234 -6.56 6,635 21.54
2025-08-28 NP CIPMX - CHAMPLAIN MID CAP FUND ADVISOR SHARES 1,395,000 -10.00 80,324 17.06
2025-04-24 NP CMGIX - Blackrock Mid Cap Growth Equity Portfolio Institutional 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 447,500 -74.53 23,480 -74.78
2025-07-24 13F Blair William & Co/il 3,124,542 -11.77 179,911 14.75
2025-05-05 13F Gries Financial Llc 0 -100.00 0
2025-05-15 13F Main Management ETF Advisors, LLC 0 -100.00 0
2025-08-14 13F T. Rowe Price Investment Management, Inc. 9,051,295 -0.27 521 29.93
2025-08-11 13F Covestor Ltd 487 -2.79 0
2025-08-08 13F Principal Financial Group Inc 761,503 -1.60 43,847 27.98
2025-08-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. Call 0 -100.00 0
2025-04-10 13F Financial Management Professionals, Inc. 0 -100.00 0
2025-08-15 13F/A Rakuten Securities, Inc. 240 -4.76 14 18.18
2025-04-24 NP OALC - OneAscent Large Cap Core ETF 2,487 -0.60 130 -1.52
2025-08-14 13F Freestone Grove Partners LP 105,798 -87.93 6,092 -84.30
2025-08-14 13F Polar Capital Holdings Plc 1,485,934 -42.63 85,560 -25.39
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 135,717 -0.35 6,156 -33.32
2025-08-15 13F United Services Automobile Association 0 -100.00 0
2025-08-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. Put 0 -100.00 0
2025-07-10 13F TT International Asset Management LTD 0 -100.00 0
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt 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 121 -91.64 7 -90.62
2025-07-31 13F Shaker Investments Llc/oh 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 32,806 -18.71 1,889 5.71
2025-07-30 13F Eqis Capital Management, Inc. 5,850 -47.37 337 -31.71
2025-07-28 13F Generali Asset Management SPA SGR 29,115 -40.53 1,676 -22.66
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 1,690,691 -0.17 90,604 1.96
2025-08-13 13F Menard Financial Group LLC 7,061 -40.79 407 -28.40
2025-07-29 NP PREFX - T. Rowe Price Tax-Efficient Equity 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 7,100 -7.79 380 -5.94
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 3,961 -9.55 228 4.11
2025-06-25 NP FXL - First Trust Technology AlphaDEX Fund 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 0 -100.00 0 -100.00
2025-07-23 13F Shell Asset Management Co 81,739 -11.20 5 0.00
2025-08-26 NP IPMIX - Voya Index Plus MidCap Portfolio Class I 131,135 -1.90 7,551 27.60
2025-07-25 13F Allspring Global Investments Holdings, LLC 0 -100.00 0
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 15,925 -1.46 917 28.11
2025-05-14 13F Bnp Paribas Arbitrage, Sa Put 0 -100.00 0 -100.00
2025-05-14 13F Colonial Trust Co / SC 0 -100.00 0
2025-07-24 NP LMGAX - Lord Abbett Growth Opportunities Fund Class A 68,788 -21.60 3,686 -19.92
2025-04-25 13F Prairiewood Capital, LLC 0 -100.00 0
2025-05-23 NP FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares This fund is a listed as child fund of Federated Hermes, 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 0 -100.00 0 -100.00
2025-05-15 13F Evergreen Capital Management Llc 0 -100.00 0
2025-08-06 13F North Capital, Inc. 0 -100.00 0
2025-07-24 NP FGKFX - Fidelity Growth Company K6 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 4,961,012 -0.84 265,861 1.28
2025-07-17 13F City Holding Co 0 -100.00 0
2025-06-25 NP PBMIX - Polen U.S. SMID Company Growth Fund Institutional Class 1,146 -46.02 52 -64.34
2025-07-30 13F Stephens Investment Management Group LLC 1,089,690 -4.64 62,744 24.03
2025-08-12 13F American Century Companies Inc 779,460 -9.38 44,881 17.86
2025-07-22 13F UniSuper Management Pty Ltd 5,300 -11.67 305 15.09
2025-07-28 13F Private Wealth Asset Management, LLC 0 -100.00 0
2025-08-12 13F Dynamic Technology Lab Private Ltd 13,630 -22.57 785 0.77
2025-05-01 13F Secured Retirement Advisors, Llc 0 -100.00 0
2025-07-28 NP UMDD - ProShares UltraPro MidCap400 1,753 -35.31 94 -34.51
2025-04-17 13F Trust Point Inc. 0 -100.00 0
2025-07-29 13F Private Wealth Management Group, LLC 79 -55.11 5 -42.86
2025-07-29 NP SFY - SoFi Select 500 ETF 4,488 -50.25 241 -49.26
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 98,314 -13.08 5,661 13.04
2025-05-14 13F MIG Capital, LLC 0 -100.00 0
2025-08-08 13F Hartland & Co., LLC 5,226 -97.38 301 -96.60
2025-05-15 13F Bayesian Capital Management, LP 0 -100.00 0
2025-07-21 13F Ascent Group, LLC 9,241 -11.70 532 14.90
2025-08-13 13F Thornburg Investment Management Inc 243,607 -8.09 14,027 -88.05
2025-06-23 NP UMPIX - Ultramid-cap Profund Investor Class 2,457 -27.26 111 -51.32
2025-06-05 NP GTLLX - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 0 -100.00 0 -100.00
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 1,731 -6.43 93 -5.15
2025-08-12 13F Napean Trading & Investment Co (Singapore) PTE Ltd 0 -100.00 0
2025-08-15 NP Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 570 -68.33 33 -59.49
2025-08-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100.00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,171 -2.50 67 26.42
2025-06-23 NP IYW - iShares U.S. Technology 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 510,079 -1.61 23,137 -34.16
2025-08-11 13F Principal Securities, Inc. 1,853 -14.80 107 -20.30
2025-05-12 13F Pinpoint Asset Management Ltd 0 -100.00 0
2025-08-12 13F Wayfinding Financial, LLC 0 -100.00 0
2025-07-16 13F Signaturefd, Llc 3,817 -4.98 220 23.73
2025-08-12 13F Change Path, LLC 0 -100.00 0
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 1,947,316 -3.13 112,126 26.00
2025-08-14 13F Mml Investors Services, Llc 14,857 -15.07 1
2025-07-17 13F Janney Montgomery Scott LLC 45,502 -27.24 3 0.00
2025-08-11 13F HHM Wealth Advisors, LLC 0 -100.00 0
2025-06-25 NP FTC - First Trust Large Cap Growth AlphaDEX Fund 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 0 -100.00 0 -100.00
2025-08-12 13F Handelsbanken Fonder AB 79,053 -13.27 5 0.00
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 9,505 -9.54 431 -39.47
2025-03-28 NP HAPY - Harbor Corporate Culture Leaders ETF 951 -66.34 64 -54.61
2025-06-20 NP JMID - Janus Henderson Mid Cap Growth Alpha ETF 0 -100.00 0 -100.00
2025-05-15 13F/A Ubs Oconnor Llc 0 -100.00 0 -100.00
2025-08-05 13F Versor Investments LP 0 -100.00 0
2025-08-27 NP RYMDX - Mid-Cap 1.5x Strategy Fund Class H 921 -8.72 53 20.45
2025-05-29 NP TPLC - Timothy Plan US Large Cap Core ETF 8,938 -1.61 396 -29.21
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF 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 106,618 -3.46 5,714 -1.40
2025-05-19 NP HAGAX - Carillon Eagle Mid Cap Growth Fund Class A 509,472 -7.47 22,554 -33.32
2025-08-14 13F Raymond James Financial Inc 490,363 -56.58 28,235 -43.53
2025-08-14 13F Bnp Paribas Arbitrage, Sa 145,452 -2.00 8,375 27.47
2025-08-14 13F Engineers Gate Manager LP 18,249 -52.60 1,051 -38.38
2025-06-25 NP FTEC - Fidelity MSCI Information Technology Index 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 363,759 -1.80 16,500 -34.29
2025-08-18 13F Capital Impact Advisors, LLC 0 -100.00 0
2025-08-28 NP CFA - VictoryShares US 500 Volatility Wtd ETF 9,627 -2.43 554 27.06
2025-04-14 13F Wesbanco Bank Inc 0 -100.00 0
2025-08-11 13F Nikko Asset Management Americas, Inc. 1,253,354 -6.53 72,143 21.54
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. 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 16,363 -1.05 942 28.69
2025-05-14 13F Seeds Investor Llc 0 -100.00 0
2025-08-18 13F Castleark Management Llc 0 -100.00 0
2025-08-26 NP IWV - iShares Russell 3000 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 81,645 -0.77 4,701 29.08
2025-06-25 NP FEX - First Trust Large Cap Core AlphaDEX Fund 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 0 -100.00 0 -100.00
2025-04-23 NP DTGRX - BNY Mellon Technology Growth Fund Class A 45,393 -38.52 2,382 -39.14
2025-08-14 13F Comerica Bank 448,092 -7.56 25,801 20.24
2025-05-30 NP LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 7,267 -52.49 322 -65.81
2025-08-06 13F Summit Creek Advisors LLC 361,368 -3.10 20,808 26.03
2025-08-14 13F Davidson Kempner Capital Management Lp 200,000 -68.40 11,516 -58.89
2025-08-14 13F Alight Capital Management LP 0 -100.00 0
2025-07-16 13F Northern Oak Wealth Management Inc 16,450 -3.24 947 25.93
2025-08-13 13F Townsquare Capital Llc 6,574 -91.63 379 -89.12
2025-08-13 13F Congress Wealth Management LLC / DE / 164,768 -20.96 9,487 2.81
2025-05-15 13F/A Orion Portfolio Solutions, LLC 5,212 -6.63 231 -32.75
2025-07-22 13F DAVENPORT & Co LLC 82,224 -0.16 4,734 29.84
2025-08-12 13F XTX Topco Ltd 7,234 -87.85 417 -84.21
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Royal Bank Of Canada 827,288 -32.42 47,636 -12.10
2025-08-14 13F/A Rockefeller Capital Management L.P. 98,536 -5.05 5,674 23.49
2025-08-12 13F Zacks Investment Management 261,814 -32.28 15,075 -11.91
2025-05-13 13F Quantbot Technologies LP 0 -100.00 0
2025-08-08 13F Ontario Teachers Pension Plan Board 0 -100.00 0
2025-07-11 13F TrimTabs Asset Management, LLC 0 -100.00 0
2025-04-30 13F POM Investment Strategies, LLC 0 -100.00 0
2025-08-26 NP RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. 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 4,090,400 -0.11 235,525 29.92
2025-08-27 NP PVFYX - Victory Pioneer Core Equity Fund Class Y 467,343 -26.88 26,910 -4.90
2025-07-23 13F Prime Capital Investment Advisors, LLC 3,932 -50.12 226 -35.06
2025-08-13 13F Natixis Advisors, L.p. 100,485 -1.88 6 25.00
2025-08-04 13F Hantz Financial Services, Inc. 141,423 -20.43 8 14.29
2025-07-29 13F Private Trust Co Na 472 -27.72 27 -3.57
2025-08-14 13F Citadel Advisors Llc 140,721 -93.91 8,103 -92.09
2025-08-14 13F Citadel Advisors Llc Put 166,800 -18.20 9,604 6.40
2025-07-23 NP VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W 27,257 -0.72 1,461 1.39
2025-07-31 13F Oppenheimer Asset Management Inc. 26,887 -7.76 1,548 20.00
2025-08-11 13F Raiffeisen Bank International AG 646,473 -1.59 35,511 17.51
2025-07-28 NP ERBAX - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 0 -100.00 0 -100.00
2025-04-24 NP CMVIX - Blackrock Advantage Large Cap Growth Fund Institutional 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 3,362 -70.48 176 -69.86
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-03-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 0 -100.00 0 -100.00
2025-05-13 13F Lord, Abbett & Co. Llc Call 0 -100.00 0
2025-05-15 13F Gts Securities Llc 0 -100.00 0
2025-08-12 13F Virtu Financial LLC 0 -100.00 0
2025-04-22 13F Synergy Financial Management, LLC 0 -100.00 0
2025-04-25 13F Mather Group, Llc. 0 -100.00 0
2025-08-06 13F Andra AP-fonden 23,677 -12.88 1,363 13.30
2025-08-08 13F SBI Securities Co., Ltd. 2,508 -10.81 144 16.13
2025-07-28 13F BRYN MAWR TRUST Co 2,241 -2.94 129 26.47
2025-08-14 13F First Commonwealth Financial Corp /pa/ 3,500 -50.00 202 -34.95
2025-08-01 13F Bessemer Group Inc 40,994 -24.11 2 0.00
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 10,297 -4.67 593 23.85
2025-05-28 13F Silicon Valley Capital Partners 612 -31.77 28 -49.09
2025-05-05 13F Formidable Asset Management, LLC 0 -100.00 0
2025-08-27 NP APFDX - Artisan Global Discovery Fund Investor Shares 57,295 -13.83 3,299 12.10
2025-08-13 13F Cresset Asset Management, LLC 179,407 -44.13 10,330 -27.33
2025-05-28 NP BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares 19,131 -93.12 847 -95.05
2025-08-12 13F Picton Mahoney Asset Management 0 -100.00 0
2025-07-24 NP EGUS - iShares ESG Aware MSCI USA Growth ETF 434 -6.87 23 -4.17
2025-07-22 NP GVUS - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 595 -8.60 32 -8.82
2025-08-14 13F Saudi Central Bank 0 -100.00 0
2025-08-14 13F Millennium Management Llc 585,768 -10.92 33,729 15.87
2025-07-28 13F Td Asset Management Inc 693,015 -5.39 39,904 23.06
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 60,342 -1.04 3,474 28.71
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 0 -100.00 0
2025-07-18 13F TruNorth Capital Management, LLC 0 -100.00 0
2025-08-14 13F Millennium Management Llc Call 134,200 -53.09 7,727 -38.99
2025-08-11 13F Empowered Funds, LLC 3,963 -17.27 228 7.55
2025-08-05 13F Trail Ridge Investment Advisors, LLC 12,014 -7.19 715 24.78
2025-07-22 13F IMC-Chicago, LLC Put 96,500 -4.74 5,556 23.91
2025-08-14 13F Susquehanna Fundamental Investments, Llc 0 -100.00 0
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 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 48,500 -37.26 2,793 -18.41
2025-07-08 13F Parallel Advisors, LLC 8,808 -10.05 507 17.09
2025-07-31 13F/A Interchange Capital Partners, LLC Call 0 -100.00 0 -100.00
2025-08-14 13F Goldman Sachs Group Inc 712,885 -37.35 41,048 -18.52
2025-07-25 NP MIDE - Xtrackers S&P MidCap 400 ESG ETF 806 -31.40 43 -29.51
2025-08-18 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 6,994 -6.26 403 21.82
2025-05-15 13F D. E. Shaw & Co., Inc. Call 0 -100.00 0 -100.00
2025-07-28 NP NMANX - Neuberger Berman Mid Cap Growth Fund Investor Class 448,223 -4.61 24,020 -2.58
2025-08-15 NP STMGX - American Beacon Stephens Mid-Cap Growth Fund Investor Class 96,673 -33.81 5,566 -13.92
2025-08-28 NP BEQGX - Equity Growth Fund Investor Class This fund is a listed as child fund of American Century Companies 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 23,231 -41.14 1,338 -23.47
2025-08-05 13F Freestone Capital Holdings, LLC 10,393 -16.56 598 8.53
2025-03-27 NP ESG - FlexShares STOXX US ESG Impact Index Fund This fund is a listed as child fund of Northern Trust 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 702 -10.23 48 20.51
2025-04-10 13F Sugar Maple Asset Management, LLC 0 -100.00 0
2025-07-09 13F Leibman Financial Services, Inc. 38,377 -0.09 2,210 29.94
2025-08-12 13F Elo Mutual Pension Insurance Co 22,190 -50.23 1,278 -35.28
2025-08-01 13F Envestnet Asset Management Inc 203,398 -9.81 11,712 17.30
2025-06-26 NP USSCX - Science & Technology Fund Shares 70,276 -11.91 3,188 -41.07
2025-08-12 13F Bokf, Na 70,869 -32.80 4,081 -12.60
2025-08-12 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2025-08-06 13F Adviser Investments LLC 53,891 -0.26 3,103 29.72
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 414 -42.02 19 -62.50
2025-07-17 13F HB Wealth Management, LLC 9,080 -1.83 523 27.63
2025-07-22 13F LGT Group Foundation 89,893 -5.39 5,176 23.06
2025-06-30 NP TRFK - Pacer Data and Digital Revolution ETF 7,341 -11.52 333 -40.93
2025-08-11 13F Private Advisor Group, LLC 15,838 -23.11 912 0.00
2025-04-15 13F Petredis Investment Advisors Llc 0 -100.00 0
2025-08-12 13F Westfield Capital Management Co Lp 1,033,724 -33.65 59,522 -13.70
2025-08-14 13F Needham Investment Management Llc 10,000 -50.00 576 -35.03
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 35,093 -0.32 1,554 -28.17
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted 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 37,666 -13.10 2,019 -11.26
2025-08-07 13F Freemont Management S.A. 0 -100.00 0
2025-04-23 13F Fourth Dimension Wealth, LLC 0 -100.00 0
2025-04-23 13F Golden State Wealth Management, LLC 122 -88.70 5 -92.42
2025-08-14 13F Globeflex Capital L P 0 -100.00 0
2025-06-26 NP ILCG - iShares Morningstar Large-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 27,634 -0.18 1,253 -33.21
2025-08-18 13F Ashford Capital Management Inc 20,609 -12.32 1,187 14.04
2025-08-11 NP CUSUX - Six Circles U.S. Unconstrained Equity Fund 105,816 -14.75 6,093 10.86
2025-08-13 13F First Trust Advisors Lp 2,867,727 -16.48 165,124 8.64
2025-08-27 NP CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 14,978 -2.80 862 26.39
2025-06-18 NP NWHOX - Nationwide Bailard Technology and Science Fund Class A 67,609 -8.41 3,067 -38.73
2025-05-22 NP HQGO - Hartford US Quality Growth ETF 1,907 -28.36 84 -48.47
2025-07-15 13F Retireful, LLC 17,379 -11.64 1,001 10.62
2025-08-07 13F Illinois Municipal Retirement Fund 77,407 -7.94 4,457 19.75
2025-08-05 13F Bank of New York Mellon Corp 2,373,573 -30.29 136,670 -9.33
2025-07-29 NP PGSYX - Victory Pioneer Global Equity Fund Class Y 143,885 -2.07 7,711 0.01
2025-04-24 13F Jaffetilchin Investment Partners, LLC 0 -100.00 0 -100.00
2025-08-14 13F Smartleaf Asset Management LLC 334 -39.71 19 -28.00
2025-08-13 13F OMERS ADMINISTRATION Corp 35,424 -0.56 2,040 29.30
2025-08-14 13F Verition Fund Management LLC 25,290 -83.37 1,456 -78.37
2025-08-06 13F Commonwealth Equity Services, Llc 35,722 -9.50 2 100.00
2025-07-16 13F Congress Asset Management Co /ma 1,396,861 -15.08 80,431 10.45
2025-07-29 NP VMFGX - Vanguard S&P Mid-Cap 400 Growth 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 258,265 -1.90 13,840 0.20
2025-08-14 13F Janus Henderson Group Plc 38,775 -2.87 2,232 21.57
2025-08-28 NP CIPSX - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 660,000 -17.50 38,003 7.30
2025-05-13 13F Cookson Peirce & Co Inc 0 -100.00 0
2025-07-17 13F Wolff Wiese Magana Llc 528 -7.69 30 20.00
2025-07-24 NP FDCPX - Computers Portfolio 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 443,997 -0.07 23,794 2.06
2025-08-04 13F Spire Wealth Management 1,117 -21.61 64 1.59
2025-05-15 13F Parallax Volatility Advisers, L.P. Call 0 -100.00 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 119,808 -3.74 6,899 25.21
2025-08-14 13F UBS Group AG Put 428,000 -39.14 24,644 -20.85
2025-07-28 NP SKYU - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing 1,367 -44.11 73 -42.97
2025-08-14 13F Hancock Whitney Corp 24,183 -0.02 1,392 30.09
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 313 -101.89 18 -101.77
2025-06-10 13F Birchbrook, Inc. 0 -100.00 0 -100.00
2025-08-06 13F Metis Global Partners, LLC 3,720 -31.93 214 -11.20
2025-07-25 NP ILGGX - Columbia Integrated Large Cap Growth Fund Institutional Class 14,855 -1.41 796 0.76
2025-08-15 NP MFCPX - M Capital Appreciation Fund 32,256 -1.64 1,857 27.98
2025-04-16 13F Wealth Enhancement Advisory Services, Llc Call 0 -100.00 0 -100.00
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