2025-09-22 |
13F-HR |
SJM
/ J. M. Smucker
|
GatePass Capital, LLC
|
2,342 |
4,610 |
96.84 |
2025-09-22 |
13F-HR |
SJM
/ J. M. Smucker
|
GatePass Capital, LLC
|
2,342 |
2,342 |
0.00 |
2025-09-22 |
13F-HR |
SJM
/ J. M. Smucker
|
GatePass Capital, LLC
|
|
2,342 |
|
2025-09-22 |
13F-HR |
SJM
/ J. M. Smucker
|
Caldwell Trust Co
|
|
525 |
|
2025-09-22 |
13F-HR |
LW
/ Lamb Weston Holdings
|
Caldwell Trust Co
|
|
66 |
|
2025-09-22 |
13F-HR |
KHC
/ Kraft Heinz
|
Caldwell Trust Co
|
|
251 |
|
2025-09-22 |
NPORT-P |
KHC
/ Kraft Heinz
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
691,400 |
977,500 |
41.38 |
2025-09-22 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A
|
102,400 |
151,900 |
48.34 |
2025-09-22 |
NPORT-P |
KHC
/ Kraft Heinz
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
284,700 |
373,000 |
31.02 |
2025-09-22 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
|
35,200 |
57,300 |
62.78 |
2025-09-19 |
NPORT-P |
KHC
/ Kraft Heinz
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
2,500 |
|
2025-09-19 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
20,000 |
22,500 |
12.50 |
2025-09-18 |
NPORT-P |
SENEA
/ Seneca Foods
|
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF
|
192 |
244 |
27.08 |
2025-09-17 |
NPORT-P |
THS
/ TreeHouse Foods
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
591 |
591 |
0.00 |
2025-09-17 |
NPORT-P |
MZTI
/ Marzetti
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
661 |
661 |
0.00 |
2025-09-17 |
NPORT-P |
SENEA
/ Seneca Foods
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
415 |
415 |
0.00 |
2025-09-17 |
NPORT-P |
SENEA
/ Seneca Foods
|
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
|
3,596 |
2,496 |
-30.59 |
2025-09-17 |
NPORT-P |
MZTI
/ Marzetti
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
3,549 |
3,441 |
-3.04 |
2025-09-17 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
4,799 |
4,799 |
0.00 |
2025-09-17 |
NPORT-P |
SJM
/ J. M. Smucker
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
3,352 |
3,352 |
0.00 |
2025-09-17 |
NPORT-P |
KHC
/ Kraft Heinz
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
27,566 |
25,781 |
-6.48 |
2025-09-17 |
NPORT-P |
MZTI
/ Marzetti
|
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
|
1,671 |
1,758 |
5.21 |
2025-09-17 |
NPORT-P |
SENEA
/ Seneca Foods
|
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
|
413 |
413 |
0.00 |
2025-09-17 |
NPORT-P |
THS
/ TreeHouse Foods
|
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
|
4,077 |
4,447 |
9.08 |
2025-09-17 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
3,483 |
3,483 |
0.00 |
2025-09-17 |
NPORT-P |
KHC
/ Kraft Heinz
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
22,150 |
22,150 |
0.00 |
2025-09-17 |
NPORT-P |
SJM
/ J. M. Smucker
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
2,880 |
2,653 |
-7.88 |
2025-09-17 |
NPORT-P |
KHC
/ Kraft Heinz
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
488 |
412 |
-15.57 |
2025-09-17 |
NPORT-P |
KHC
/ Kraft Heinz
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
5,005 |
6,944 |
38.74 |
2025-09-17 |
NPORT-P |
KHC
/ Kraft Heinz
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
91,738 |
90,165 |
-1.71 |
2025-09-17 |
13F-HR/A |
KHC
/ Kraft Heinz
|
Bank Julius Baer & Co. Ltd, Zurich
|
10,117 |
1,199 |
-88.15 |
2025-09-15 |
13F-HR/A |
SJM
/ J. M. Smucker
|
Charles Schwab Investment Management Inc
|
1,003,042 |
1,017,805 |
1.47 |
2025-09-15 |
13F-HR/A |
KHC
/ Kraft Heinz
|
Charles Schwab Investment Management Inc
|
5,601,292 |
5,837,411 |
4.22 |
2025-09-15 |
13F-HR/A |
THS
/ TreeHouse Foods
|
Charles Schwab Investment Management Inc
|
901,064 |
936,493 |
3.93 |
2025-09-15 |
13F-HR/A |
MZTI
/ Marzetti
|
Charles Schwab Investment Management Inc
|
285,999 |
285,897 |
-0.04 |
2025-09-15 |
13F-HR/A |
LW
/ Lamb Weston Holdings
|
Charles Schwab Investment Management Inc
|
1,229,600 |
1,243,560 |
1.14 |
2025-09-15 |
13F-HR/A |
SENEA
/ Seneca Foods
|
Charles Schwab Investment Management Inc
|
44,158 |
33,023 |
-25.22 |
2025-09-12 |
NPORT-P |
SJM
/ J. M. Smucker
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
7,760 |
5,153 |
-33.60 |
2025-09-12 |
13F-HR/A |
KHC
/ Kraft Heinz
|
Valeo Financial Advisors, LLC
|
25,335 |
20,913 |
-17.45 |
2025-09-12 |
13F-HR/A |
SJM
/ J. M. Smucker
|
Valeo Financial Advisors, LLC
|
2,015 |
3,512 |
74.29 |
2025-09-10 |
13F-HR/A |
KHC
/ Kraft Heinz
|
Troy Asset Management Ltd
|
576 |
0 |
-100.00 |
2025-09-10 |
13F-HR/A |
KHC
/ Kraft Heinz
|
Troy Asset Management Ltd
|
576 |
0 |
-100.00 |
2025-09-09 |
13F-HR/A |
SJM
/ J. M. Smucker
|
Banque Transatlantique SA
|
6 |
0 |
-100.00 |
2025-09-09 |
13F-HR |
KHC
/ Kraft Heinz
|
NWF Advisory Services Inc.
|
7,173 |
0 |
-100.00 |
2025-09-05 |
13F-HR |
KHC
/ Kraft Heinz
|
Abn Amro Investment Solutions
|
|
13,301 |
|
2025-09-05 |
13F-HR |
KHC
/ Kraft Heinz
|
Abn Amro Investment Solutions
|
13,301 |
7,656 |
-42.44 |
2025-09-05 |
13F-HR |
KHC
/ Kraft Heinz
|
Abn Amro Investment Solutions
|
7,656 |
8,281 |
8.16 |
2025-09-05 |
13F-HR |
KHC
/ Kraft Heinz
|
Abn Amro Investment Solutions
|
8,281 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
KHC
/ Kraft Heinz
|
Abn Amro Investment Solutions
|
0 |
25,200 |
|
2025-09-04 |
13F-HR |
SJM
/ J. M. Smucker
|
Abn Amro Investment Solutions
|
|
1,837 |
|
2025-09-04 |
13F-HR |
KHC
/ Kraft Heinz
|
Abn Amro Investment Solutions
|
25,200 |
25,200 |
0.00 |
2025-09-04 |
13F-HR |
SJM
/ J. M. Smucker
|
Abn Amro Investment Solutions
|
1,837 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
KHC
/ Kraft Heinz
|
Abn Amro Investment Solutions
|
25,200 |
17,045 |
-32.36 |
2025-09-04 |
13F-HR/A |
KHC
/ Kraft Heinz
|
Advisor Group Holdings, Inc.
|
174,908 |
322,239 |
84.23 |
2025-09-04 |
13F-HR/A |
THS
/ TreeHouse Foods
|
Advisor Group Holdings, Inc.
|
464 |
520 |
12.07 |
2025-09-04 |
13F-HR/A |
SENEA
/ Seneca Foods
|
Advisor Group Holdings, Inc.
|
245 |
72 |
-70.61 |
2025-09-04 |
13F-HR/A |
SJM
/ J. M. Smucker
|
Advisor Group Holdings, Inc.
|
29,791 |
25,997 |
-12.74 |
2025-09-04 |
13F-HR/A |
MZTI
/ Marzetti
|
Advisor Group Holdings, Inc.
|
367 |
640 |
74.39 |
2025-09-04 |
13F-HR/A |
LW
/ Lamb Weston Holdings
|
Advisor Group Holdings, Inc.
|
32,495 |
57,590 |
77.23 |
2025-09-02 |
13F-HR |
LW
/ Lamb Weston Holdings
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
1,925 |
|
2025-09-02 |
13F-HR |
LW
/ Lamb Weston Holdings
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
1,925 |
0 |
-100.00 |
2025-09-02 |
13F-HR/A |
KHC
/ Kraft Heinz
|
Harwood Advisory Group, LLC
|
164 |
163 |
-0.61 |
2025-09-02 |
13F-HR/A |
SJM
/ J. M. Smucker
|
Harwood Advisory Group, LLC
|
167 |
167 |
0.00 |
2025-08-29 |
13F-HR |
KHC
/ Kraft Heinz
|
Evolution Wealth Management Inc.
|
|
11 |
|
2025-08-29 |
13F-HR |
LW
/ Lamb Weston Holdings
|
Evolution Wealth Management Inc.
|
|
66 |
|
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
51,092 |
49,958 |
-2.22 |
2025-08-29 |
13F-HR |
SJM
/ J. M. Smucker
|
Centaurus Financial, Inc.
|
1,174 |
0 |
-100.00 |
2025-08-29 |
13F-HR |
KHC
/ Kraft Heinz
|
Centaurus Financial, Inc.
|
4,506 |
0 |
-100.00 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
24 |
24 |
0.00 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
360 |
373 |
3.61 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
585 |
606 |
3.59 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
14 |
14 |
0.00 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
151 |
233 |
54.30 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
449 |
423 |
-5.79 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
3,717 |
3,081 |
-17.11 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
466 |
494 |
6.01 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
675 |
719 |
6.52 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
|
3,508 |
|
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
STRV - EA Series Trust - Strive 500 ETF
|
14,099 |
14,981 |
6.26 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
54 |
54 |
0.00 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
435 |
421 |
-3.22 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
15,760 |
18,454 |
17.09 |
2025-08-29 |
NPORT-P |
SENEA
/ Seneca Foods
|
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
|
14,865 |
24,472 |
64.63 |
2025-08-29 |
NPORT-P |
THS
/ TreeHouse Foods
|
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
|
148,420 |
195,451 |
31.69 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
499 |
499 |
0.00 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
13,159 |
13,266 |
0.81 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
1,583 |
1,599 |
1.01 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
529,197 |
529,197 |
0.00 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
30,819 |
30,819 |
0.00 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A
|
33,634 |
31,445 |
-6.51 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
19,175 |
8,150 |
-57.50 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
928 |
731 |
-21.23 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
46,756 |
57,278 |
22.50 |
2025-08-29 |
NPORT-P |
FAG
/ Hilton Food Group
|
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A
|
41,831 |
43,128 |
3.10 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
23,923 |
21,337 |
-10.81 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
85 |
256 |
201.18 |
2025-08-29 |
NPORT-P |
FAG
/ Hilton Food Group
|
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A
|
96,698 |
94,547 |
-2.22 |
2025-08-29 |
NPORT-P |
FAG
/ Hilton Food Group
|
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A
|
6,670 |
6,670 |
0.00 |
2025-08-29 |
NPORT-P |
FAG
/ Hilton Food Group
|
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A
|
42,117 |
44,284 |
5.15 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
1,525 |
1,488 |
-2.43 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
11,210 |
10,941 |
-2.40 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
200,091 |
330,668 |
65.26 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
213,943 |
|
2025-08-29 |
NPORT-P |
THS
/ TreeHouse Foods
|
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
23,597 |
24,254 |
2.78 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
34,160 |
34,845 |
2.01 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
58,068 |
58,898 |
1.43 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
|
296 |
297 |
0.34 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
60,395 |
60,985 |
0.98 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
248,700 |
248,871 |
0.07 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
1,854 |
1,839 |
-0.81 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
7,854 |
7,785 |
-0.88 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
41,632 |
51,463 |
23.61 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
35,770 |
35,822 |
0.15 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
3,536 |
3,494 |
-1.19 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
175 |
170 |
-2.86 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
22,250 |
38,330 |
72.27 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
8,110 |
5,740 |
-29.22 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
3,390 |
2,450 |
-27.73 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
582 |
527 |
-9.45 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
6,832 |
10,223 |
49.63 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
382 |
415 |
8.64 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
722 |
1,428 |
97.78 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
763 |
829 |
8.65 |
2025-08-29 |
NPORT-P |
THS
/ TreeHouse Foods
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
1,210 |
1,315 |
8.68 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
9,805 |
16,451 |
67.78 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
6,855 |
8,409 |
22.67 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
8,005 |
4,715 |
-41.10 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
8,700 |
13,500 |
55.17 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
4,408 |
4,408 |
0.00 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
19,606 |
19,606 |
0.00 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
20,920 |
20,920 |
0.00 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
880 |
880 |
0.00 |
2025-08-29 |
NPORT-P |
THS
/ TreeHouse Foods
|
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares
|
|
12,000 |
|
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
Highland Global Allocation Fund
|
36,700 |
36,700 |
0.00 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
14,516 |
11,709 |
-19.34 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares
|
|
586,000 |
|
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
3,268 |
3,268 |
0.00 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
3,492 |
3,492 |
0.00 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
1,268 |
1,268 |
0.00 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares
|
|
27,940 |
|
2025-08-29 |
NPORT-P |
THS
/ TreeHouse Foods
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
2,393 |
2,393 |
0.00 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
456 |
456 |
0.00 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
2,567 |
2,567 |
0.00 |
2025-08-29 |
NPORT-P |
SENEA
/ Seneca Foods
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
800 |
800 |
0.00 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
2,908 |
2,908 |
0.00 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A
|
24,696 |
15,493 |
-37.27 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
7,774 |
4,401 |
-43.39 |
2025-08-29 |
NPORT-P |
MZTI
/ Marzetti
|
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A
|
94,074 |
83,048 |
-11.72 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
Gabelli Healthcare & Wellnessrx Trust
|
50,000 |
50,000 |
0.00 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
Gabelli Healthcare & Wellnessrx Trust
|
30,000 |
30,000 |
0.00 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
5,400 |
5,400 |
0.00 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
2,200 |
3,200 |
45.45 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
1,500 |
1,800 |
20.00 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
Gabelli Equity Trust Inc
|
117,000 |
109,500 |
-6.41 |
2025-08-29 |
NPORT-P |
THS
/ TreeHouse Foods
|
Gabelli Equity Trust Inc
|
7,500 |
7,000 |
-6.67 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
Gabelli Equity Trust Inc
|
24,200 |
22,200 |
-8.26 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
Gabelli Dividend & Income Trust
|
293,700 |
266,200 |
-9.36 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
Gabelli Dividend & Income Trust
|
10,150 |
10,150 |
0.00 |
2025-08-29 |
NPORT-P |
LW
/ Lamb Weston Holdings
|
Gabelli Dividend & Income Trust
|
32,800 |
7,800 |
-76.22 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
56,000 |
55,000 |
-1.79 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
44,500 |
44,500 |
0.00 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
18,200 |
16,800 |
-7.69 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
10,000 |
9,200 |
-8.00 |
2025-08-29 |
NPORT-P |
THS
/ TreeHouse Foods
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
5,000 |
5,000 |
0.00 |
2025-08-29 |
NPORT-P |
KHC
/ Kraft Heinz
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
31,350 |
21,847 |
-30.31 |
2025-08-29 |
NPORT-P |
SJM
/ J. M. Smucker
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
179 |
170 |
-5.03 |